Avestar Capital, LLC Simplify ETF Simplify Volatili Transaction History

Avestar Capital, LLC

$951 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$22.61 - $23.09 $4.33 Million - $4.42 Million	191,315 New	191,315 $4.34 Million

Others Institutions Holding SVOL

# of Institutions

83

Shares Held

5.04M

Call Options Held

15.7K

Put Options Held

163K

Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Peak Financial Advisors LLC

480K
Shares

$10.4 Million
6.63% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.58 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

323K
Shares

$6.99 Million
0.53% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
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