Aspen Wealth Strategies, LLC Simplify ETF Simplify Volatili Transaction History

Aspen Wealth Strategies, LLC

  • $155 Billion
  • Q3 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 22,182 shares of SVOL stock, worth $479,574. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,182
Previous 21,984 0.9%
Holding current value
$479,574
Previous $499 Million 2.35%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Oct 28, 2024
BUY
$20.05 - $22.81 $3,969 - $4,516
198 Added 0.9%
22,182 $487 Million
Q2 2024

Jul 19, 2024
SELL
$21.84 - $22.99 $12,645 - $13,311
-579 Reduced 2.57%
21,984 $499 Million
Q1 2024

May 13, 2024
BUY
$22.61 - $23.09 $510,149 - $520,979
22,563 New
22,563 $511 Million

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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