Arete Wealth Advisors, LLC Simplify ETF Simplify Volatili Transaction History

Arete Wealth Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 89,694 shares of SVOL stock, worth $1.89 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
89,694
Previous 89,694 -0.0%
Holding current value
$1.89 Million
Previous $1.97 Million -0.0%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 14, 2024
BUY
$20.05 - $22.81 $166,114 - $188,980
8,285 Added 10.18%
89,694 $1.97 Million
Q2 2024

Aug 13, 2024
SELL
$21.84 - $22.99 $17,777 - $18,713
-814 Reduced 0.99%
81,409 $1.83 Million
Q1 2024

May 15, 2024
BUY
$22.61 - $23.09 $208,034 - $212,451
9,201 Added 12.6%
82,223 $1.86 Million
Q4 2023

Feb 14, 2024
BUY
$21.51 - $23.18 $1.57 Million - $1.69 Million
73,022 New
73,022 $1.66 Million
Q2 2023

Aug 09, 2023
BUY
$21.5 - $23.07 $686,172 - $736,279
31,915 New
31,915 $732,000

Others Institutions Holding SVOL

# of Institutions
83
Shares Held
5.04M
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
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