A detailed history of Arq Wealth Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 91,096 shares of SVOL stock, worth $1.64 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
91,096
Previous 67,899 34.16%
Holding current value
$1.64 Million
Previous $1.41 Million 17.36%
% of portfolio
0.63%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

BUY
$17.92 - $21.7 $415,690 - $503,374
23,197 Added 34.16%
91,096 $1.66 Million
Q4 2024

Feb 19, 2025

BUY
$20.4 - $21.93 $246,574 - $265,067
12,087 Added 21.66%
67,899 $1.41 Million
Q3 2024

Nov 05, 2024

BUY
$20.05 - $22.81 $1.12 Million - $1.27 Million
55,812 New
55,812 $1.23 Million

Others Institutions Holding SVOL

About SIMPLIFY ETF SIMPLIFY VOLATILI


  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
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