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

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

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 334,502 shares of SVOL stock, worth $7.22 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
334,502
Previous 483,144 30.77%
Holding current value
$7.22 Million
Previous $10.6 Million 34.45%
% of portfolio
4.99%
Previous 7.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
99
Shares Held
6.35M
Call Options Held
11.5K
Put Options Held
105K
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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