Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History
Peak Financial Advisors LLC
- $151 Million
- Q2 2025
Shares
7 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.86MCall Options Held
69.7KPut Options Held
60.6K-
Ae Wealth Management LLC1.38MShares$25.2 Million0.24% of portfolio
-
Beacon Capital Management, LLC873KShares$15.9 Million2.6% of portfolio
-
Parkside Investments, LLC383KShares$6.98 Million1.05% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC347KShares$6.31 Million7.37% of portfolio
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Legacy Investment Solutions, LLC Meridian, ID335KShares$6.09 Million4.99% of portfolio