Tucker Asset Management LLC Simplify ETF Simplify Volatili Transaction History

Tucker Asset Management LLC

$458 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 04, 2023	BUY	$22.33 - $23.17 $4,912 - $5,097	220 New	220 $4.95 Million

Others Institutions Holding SVOL

# of Institutions

90

Shares Held

5.69M

Call Options Held

15.7K

Put Options Held

163K

Peak Financial Advisors LLC

487K
Shares

$10.4 Million
6.48% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Beacon Capital Management, LLC

415K
Shares

$8.82 Million
1.38% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.45 Million
0.01% of portfolio

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