Retirement Planning Group Simplify ETF Simplify Volatili Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
98Shares Held
7.49MCall Options Held
113KPut Options Held
37.4K-
Ae Wealth Management LLC1.77MShares$30.2 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$20 Million3.43% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC474KShares$8.08 Million6.23% of portfolio
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Parkside Investments, LLC380KShares$6.47 Million1.0% of portfolio
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Commonwealth Equity Services, LLC325KShares$5.54 Million0.01% of portfolio