Fortis Capital Advisors, LLC Simplify ETF Simplify Volatili Transaction History

Fortis Capital Advisors, LLC

$299 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$21.22 - $22.9 $2,397 - $2,587	113 New	113 $2.46 Million

Others Institutions Holding SVOL

# of Institutions

83

Shares Held

5.04M

Call Options Held

15.7K

Put Options Held

163K

Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Peak Financial Advisors LLC

480K
Shares

$10.4 Million
6.63% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.59 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

323K
Shares

$7 Million
0.53% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

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