Sheaff Brock Investment Advisors, LLC Simplify ETF Simplify Volatili Transaction History
Sheaff Brock Investment Advisors, LLC
- $1.13 Billion
- Q3 2024
A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 9,400 shares of SVOL stock, worth $203,228. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,400
Previous 9,000
4.44%
Holding current value
$203,228
Previous $202,000
1.98%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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$10.4 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.4 Million7.47% of portfolio
-
Peak Financial Advisors LLC480KShares$10.4 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.57 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$6.98 Million0.53% of portfolio