Whipplewood Advisors, LLC Simplify ETF Simplify Volatili Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
A detailed history of Whipplewood Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 4,961 shares of SVOL stock, worth $84,485. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,961
Previous 20
24705.0%
Holding current value
$84,485
Previous $90.2 Million
1.16%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
7.6MCall Options Held
125KPut Options Held
60.7K-
Ae Wealth Management LLC1.77MShares$30.2 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$20 Million3.43% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC474KShares$8.08 Million6.23% of portfolio
-
Parkside Investments, LLC380KShares$6.47 Million1.0% of portfolio
-
Commonwealth Equity Services, LLC325KShares$5.54 Million0.01% of portfolio