Legacy Wealth Managment, Llc/Id Simplify ETF Simplify Volatili Call Options Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SVOL
# of Institutions
100Shares Held
7.65MCall Options Held
113KPut Options Held
37.4K-
Ae Wealth Management LLC1.77MShares$29.9 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$19.8 Million3.43% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC474KShares$8.01 Million6.23% of portfolio
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Parkside Investments, LLC380KShares$6.42 Million1.0% of portfolio
-
Commonwealth Equity Services, LLC325KShares$5.5 Million0.01% of portfolio