Claris Financial LLC Simplify ETF Simplify Volatili Transaction History

Claris Financial LLC

$119 Million
Q2 2025

A detailed history of Claris Financial LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Claris Financial LLC holds 43,963 shares of SVOL stock, worth $742,974. This represents 0.68% of its overall portfolio holdings.

Number of Shares

43,963

Holding current value

$742,974

% of portfolio

0.68%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 26, 2025	BUY	$13.97 - $19.98 $614,163 - $878,380	43,963 New	43,963 $808,000

Others Institutions Holding SVOL

# of Institutions

102

Shares Held

7.5M

Call Options Held

108K

Put Options Held

87.3K

Ae Wealth Management LLC

1.77M
Shares

$29.9 Million
0.28% of portfolio
Beacon Capital Management, LLC

1.17M
Shares

$19.8 Million
3.43% of portfolio
Pom Investment Strategies, LLC Raleigh, NC

474K
Shares

$8.01 Million
6.23% of portfolio
Parkside Investments, LLC

380K
Shares

$6.42 Million
1.0% of portfolio
Elevated Capital Advisors, LLC Sandy, UT

237K
Shares

$4 Million
1.35% of portfolio

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

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Claris Financial LLC Simplify ETF Simplify Volatili Transaction History