Legacy Wealth Managment, Llc/Id Simplify ETF Simplify Volatili Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 163,193 shares of SVOL stock, worth $2.95 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
163,193
Previous 232,920 29.94%
Holding current value
$2.95 Million
Previous $4.23 Million 29.12%
% of portfolio
2.5%
Previous 3.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$13.97 - $19.98 $974,086 - $1.39 Million
-69,727 Reduced 29.94%
163,193 $3 Million
Q1 2025

May 16, 2025
SELL
$17.92 - $21.7 $1.82 Million - $2.2 Million
-101,582 Reduced 30.37%
232,920 $4.23 Million
Q4 2024

Feb 13, 2025
SELL
$20.4 - $21.93 $3.03 Million - $3.26 Million
-148,642 Reduced 30.77%
334,502 $6.95 Million
Q3 2024

Nov 15, 2024
BUY
$20.05 - $22.81 $9.69 Million - $11 Million
483,144 New
483,144 $10.6 Million

Others Institutions Holding SVOL

# of Institutions
100
Shares Held
7.64M
Call Options Held
113K
Put Options Held
37.4K
View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

SVOL Quotes by TradingView
  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
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