Whipplewood Advisors, LLC Simplify ETF Simplify Volatili Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 4,516 shares of SVOL stock, worth $96,100. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,516Holding current value
$96,100% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
89Shares Held
5.67MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.4 Million6.48% of portfolio
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Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.3 Million7.47% of portfolio
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Legacy Investment Solutions, LLC Meridian, ID483KShares$10.3 Million7.47% of portfolio
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Beacon Capital Management, LLC415KShares$8.82 Million1.38% of portfolio
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Commonwealth Equity Services, LLC350KShares$7.45 Million0.01% of portfolio