Partnership Wealth Management, LLC Simplify ETF Simplify Volatili Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 2,200 shares of SVOL stock, worth $47,740. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,200Holding current value
$47,740% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.5 Million7.47% of portfolio
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Legacy Investment Solutions, LLC Meridian, ID483KShares$10.5 Million7.47% of portfolio
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Peak Financial Advisors LLC480KShares$10.4 Million6.63% of portfolio
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Commonwealth Equity Services, LLC350KShares$7.6 Million0.01% of portfolio
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Cumberland Partners LTD Toronto, A6323KShares$7.01 Million0.53% of portfolio