Wr Wealth Planners, LLC Simplify ETF Simplify Volatili Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 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 $1,897. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$1,897
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.2 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.2 Million7.47% of portfolio
-
Peak Financial Advisors LLC480KShares$10.1 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.38 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$6.81 Million0.53% of portfolio