Legacy Wealth Managment, Llc/Id Simplify ETF Simplify Volatili Call Options Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SVOL
# of Institutions
100Shares Held
7.18MCall Options Held
11.5KPut Options Held
105K-
Beacon Capital Management, LLC873KShares$14.4 Million2.6% of portfolio
-
Ae Wealth Management LLC850KShares$14 Million0.17% of portfolio
-
Peak Financial Advisors LLC502KShares$8.26 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$6.3 Million1.05% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$5.51 Million0.52% of portfolio