Aspen Wealth Strategies, LLC Simplify ETF Simplify Volatili Transaction History

Aspen Wealth Strategies, LLC

  • $166 Billion
  • Q2 2025

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 20,606 shares of SVOL stock, worth $350,920. This represents 0.23% of its overall portfolio holdings.

Number of Shares
20,606
Previous 37,616 45.22%
Holding current value
$350,920
Previous $684 Million 44.59%
% of portfolio
0.23%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$13.97 - $19.98 $237,629 - $339,859
-17,010 Reduced 45.22%
20,606 $379 Million
Q1 2025

Apr 30, 2025
SELL
$17.92 - $21.7 $19,622 - $23,761
-1,095 Reduced 2.83%
37,616 $684 Million
Q4 2024

Feb 10, 2025
BUY
$20.4 - $21.93 $337,191 - $362,480
16,529 Added 74.52%
38,711 $805 Million
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
99
Shares Held
7.6M
Call Options Held
125K
Put Options Held
60.7K
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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