Legacy Wealth Managment, LLC/ID
Position in SVOL — Simplify Volatility Premium ETF
CIK 2045082
BOISE, ID
All Filings in SVOL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SVOL | $1,532,542 | 99,905 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 SVOL | $1,791,980 | 102,049 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 SVOL | $1,941,930 | 107,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SVOL | $3,001,118 | 163,193 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 SVOL | $4,234,485 | 232,920 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 SVOL | $6,954,295 | 334,502 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 SVOL | $10,609,841 | 483,144 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||