Straight Path Wealth Management Simplify ETF Simplify Volatili Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 $264,250. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,100
Previous 15,100
-0.0%
Holding current value
$264,250
Previous $277,000
2.17%
% of portfolio
0.07%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
95Shares 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