Wr Wealth Planners, LLC Simplify ETF Simplify Volatili Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 90 shares of SVOL stock, worth $1,532. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$1,532
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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