Aspen Wealth Strategies, LLC Simplify ETF Simplify Volatili Transaction History

Aspen Wealth Strategies, LLC

  • $156 Billion
  • Q4 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 38,711 shares of SVOL stock, worth $834,222. This represents 0.51% of its overall portfolio holdings.

Number of Shares
38,711
Previous 22,182 74.52%
Holding current value
$834,222
Previous $487 Million 65.22%
% of portfolio
0.51%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$20.4 - $21.93 $337,191 - $362,480
16,529 Added 74.52%
38,711 $805 Million
Q3 2024

Oct 28, 2024
BUY
$20.05 - $22.81 $3,969 - $4,516
198 Added 0.9%
22,182 $487 Million
Q2 2024

Jul 19, 2024
SELL
$21.84 - $22.99 $12,645 - $13,311
-579 Reduced 2.57%
21,984 $499 Million
Q1 2024

May 13, 2024
BUY
$22.61 - $23.09 $510,149 - $520,979
22,563 New
22,563 $511 Million

Others Institutions Holding SVOL

# of Institutions
99
Shares Held
6.35M
Call Options Held
11.5K
Put Options Held
105K
View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

SVOL Quotes by TradingView
  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
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