Ae Wealth Management LLC Simplify ETF Simplify Volatili Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 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 213,262 shares of SVOL stock, worth $4.82 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
213,262
Previous 152,310 40.02%
Holding current value
$4.82 Million
Previous $3.47 Million 39.29%
% of portfolio
0.06%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
64
Shares Held
5.07M
Call Options Held
0
Put Options Held
42.1K
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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