Napa Wealth Management Simplify ETF Simplify Volatili Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Napa Wealth Management holds 34,493 shares of SVOL stock, worth $649,848. This represents 0.31% of its overall portfolio holdings.
Number of Shares
34,493
Previous 25,281
36.44%
Holding current value
$649,848
Previous $555 Million
29.17%
% of portfolio
0.31%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$16 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$9.17 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$7.81 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.31 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.3 Million4.99% of portfolio