Retirement Planning Group Simplify ETF Simplify Volatili Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Retirement Planning Group holds 18,160 shares of SVOL stock, worth $390,440. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,160
Previous 19,424
6.51%
Holding current value
$390,440
Previous $436,000
8.72%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
97Shares Held
6.29MCall Options Held
15.7KPut Options Held
163K-
Ae Wealth Management LLC850KShares$18.3 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.5 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.91 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$7.21 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$7.19 Million4.99% of portfolio