A detailed history of Bison Wealth, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Bison Wealth, LLC holds 62,571 shares of SVOL stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
62,571
Previous 47,402 32.0%
Holding current value
$1.36 Million
Previous $1.06 Million 29.14%
% of portfolio
0.25%
Previous 0.18%

Shares

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

Nov 05, 2024

BUY
$20.05 - $22.81 $304,138 - $346,004
15,169 Added 32.0%
62,571 $1.37 Million
Q1 2024

May 10, 2024

SELL
$22.61 - $23.09 $17,884 - $18,264
-791 Reduced 1.64%
47,402 $1.07 Million
Q4 2023

Jan 30, 2024

BUY
$21.51 - $23.18 $48,203 - $51,946
2,241 Added 4.88%
48,193 $1.1 Million
Q3 2023

Nov 13, 2023

SELL
$22.33 - $23.17 $5.34 Million - $5.55 Million
-239,342 Reduced 83.89%
45,952 $1.03 Million
Q2 2023

Aug 14, 2023

BUY
$21.5 - $23.07 $6.13 Million - $6.58 Million
285,294 New
285,294 $6.55 Million
Q2 2022

Jul 22, 2022

BUY
$21.85 - $24.74 $23,598 - $26,719
1,080 New
1,080 $24,000

Others Institutions Holding SVOL

About SIMPLIFY ETF SIMPLIFY VOLATILI


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