Steward Partners Investment Advisory, LLC Simplify ETF Simplify Volatili Transaction History
Steward Partners Investment Advisory, LLC
- $16.6 Billion
- Q3 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 453 shares of SVOL stock, worth $7,927. This represents 0.0% of its overall portfolio holdings.
Number of Shares
453
Previous 453
-0.0%
Holding current value
$7,927
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
94Shares Held
5.14MCall Options Held
199KPut Options Held
118K-
Ae Wealth Management LLC965KShares$16.9 Million0.13% of portfolio
-
Beacon Capital Management, LLC604KShares$10.6 Million1.82% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT346KShares$6.05 Million1.84% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC315KShares$5.51 Million3.08% of portfolio
-
Visionary Wealth Advisors O'fallon, IL201KShares$3.53 Million0.18% of portfolio