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 $254,737. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,100
Previous 15,150
0.33%
Holding current value
$254,737
Previous $275,000
0.73%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
7.47MCall Options Held
125KPut Options Held
60.7K-
Ae Wealth Management LLC1.77MShares$29.9 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$19.8 Million3.43% of portfolio
-
Parkside Investments, LLC380KShares$6.41 Million1.0% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC347KShares$5.85 Million7.37% of portfolio
-
Commonwealth Equity Services, LLC325KShares$5.49 Million0.01% of portfolio