Straight Path Wealth Management Simplify ETF Simplify Volatili Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 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 15,150 shares of SVOL stock, worth $266,185. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,150Holding current value
$266,185% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
100Shares Held
7.37MCall Options Held
69.7KPut Options Held
60.6K-
Ae Wealth Management LLC1.38MShares$24.3 Million0.24% of portfolio
-
Beacon Capital Management, LLC873KShares$15.3 Million2.6% of portfolio
-
Peak Financial Advisors LLC502KShares$8.83 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$6.74 Million1.05% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC347KShares$6.09 Million7.37% of portfolio