Belpointe Asset Management LLC Simplify ETF Simplify Volatili Transaction History

Belpointe Asset Management LLC

$1.24 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$21.22 - $22.9 $2,716 - $2,931	128 Added 36.36%	480 $10,000
Q4 2022 Feb 08, 2023	BUY	$21.1 - $22.28 $7,427 - $7,842	352 New	352 $7,000

Others Institutions Holding SVOL

# of Institutions

64

Shares Held

5.08M

Call Options Held

0

Put Options Held

42.1K

Tmd Wealth Management, LLC

1.45M
Shares

$32.8 Million
9.45% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

765K
Shares

$17.3 Million
0.28% of portfolio
Peak Financial Advisors LLC

342K
Shares

$7.75 Million
5.8% of portfolio
Jane Street Group, LLC New York, NY

267K
Shares

$6.06 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

259K
Shares

$5.87 Million
0.47% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
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