Straight Path Wealth Management Simplify ETF Simplify Volatili Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
A detailed history of Straight Path Wealth Management transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Straight Path Wealth Management holds 15,100 shares of SVOL stock, worth $271,951. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,100
Previous 15,150
0.33%
Holding current value
$271,951
Previous $275,000
0.73%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
100Shares Held
7.64MCall Options Held
113KPut Options Held
37.4K-
Ae Wealth Management LLC1.77MShares$31.9 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$21.1 Million3.43% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC474KShares$8.54 Million6.23% of portfolio
-
Parkside Investments, LLC380KShares$6.85 Million1.0% of portfolio
-
Commonwealth Equity Services, LLC325KShares$5.86 Million0.01% of portfolio