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 $250,883. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,150Holding current value
$250,883% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
101Shares Held
7.16MCall Options Held
11.5KPut Options Held
105K-
Beacon Capital Management, LLC873KShares$14.5 Million2.6% of portfolio
-
Ae Wealth Management LLC850KShares$14.1 Million0.17% of portfolio
-
Peak Financial Advisors LLC502KShares$8.32 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$6.35 Million1.05% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC347KShares$5.74 Million7.37% of portfolio