Ae Wealth Management LLC Simplify ETF Simplify Volatili Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Ae Wealth Management LLC holds 220,468 shares of SVOL stock, worth $4.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
220,468
Previous 142,383 54.84%
Holding current value
$4.77 Million
Previous $3.2 Million 51.42%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$20.05 - $22.81 $1.57 Million - $1.78 Million
78,085 Added 54.84%
220,468 $4.84 Million
Q2 2024

Aug 12, 2024
SELL
$21.84 - $22.99 $1.55 Million - $1.63 Million
-70,879 Reduced 33.24%
142,383 $3.2 Million
Q1 2024

May 15, 2024
BUY
$22.61 - $23.09 $1.38 Million - $1.41 Million
60,952 Added 40.02%
213,262 $4.83 Million
Q4 2023

Feb 14, 2024
BUY
$21.51 - $23.18 $1.68 Million - $1.81 Million
78,041 Added 105.08%
152,310 $3.47 Million
Q3 2023

Oct 11, 2023
BUY
$22.33 - $23.17 $1.19 Million - $1.23 Million
53,282 Added 253.88%
74,269 $1.67 Million
Q2 2023

Jul 10, 2023
BUY
$21.5 - $23.07 $451,220 - $484,170
20,987 New
20,987 $481,000

Others Institutions Holding SVOL

# of Institutions
81
Shares Held
4.22M
Call Options Held
15.7K
Put Options Held
163K
View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

SVOL Quotes by TradingView
  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email