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

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 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 232,920 shares of SVOL stock, worth $4.09 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
232,920
Previous 334,502 30.37%
Holding current value
$4.09 Million
Previous $6.95 Million 39.11%
% of portfolio
3.48%
Previous 4.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
7.37M
Call Options Held
69.7K
Put Options Held
60.6K
View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

SVOL Quotes by TradingView
  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email