Arete Wealth Advisors, LLC Simplify ETF Simplify Volatili Transaction History

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

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 98,206 shares of SVOL stock, worth $1.67 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

98,206

Previous 89,896 9.24%

Holding current value

$1.67 Million

Previous $1.87 Million 4.7%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$17.92 - $21.7 $148,915 - $180,327	8,310 Added 9.24%	98,206 $1.79 Million
Q4 2024 Feb 12, 2025	BUY	$20.4 - $21.93 $4,120 - $4,429	202 Added 0.23%	89,896 $1.87 Million
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

Shares Held

7.6M

Call Options Held

125K

Put Options Held

60.7K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

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Arete Wealth Advisors, LLC Simplify ETF Simplify Volatili Transaction History