Cambridge Advisors Inc. Simplify ETF Simplify Volatili Transaction History

Cambridge Advisors Inc.

$441 Million
Q1 2025

A detailed history of Cambridge Advisors Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Cambridge Advisors Inc. holds 50,210 shares of SVOL stock, worth $882,189. This represents 0.21% of its overall portfolio holdings.

Number of Shares

50,210

Previous 46,250 8.56%

Holding current value

$882,189

Previous $961,000 5.1%

% of portfolio

0.21%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$17.92 - $21.7 $70,963 - $85,932	3,960 Added 8.56%	50,210 $912,000
Q4 2024 Jan 16, 2025	BUY	$20.4 - $21.93 $177,582 - $190,900	8,705 Added 23.19%	46,250 $961,000
Q3 2024 Oct 23, 2024	BUY	$20.05 - $22.81 $174,936 - $199,017	8,725 Added 30.27%	37,545 $824,000
Q2 2024 Jul 11, 2024	BUY	$21.84 - $22.99 $60,496 - $63,682	2,770 Added 10.63%	28,820 $647,000
Q1 2024 Apr 16, 2024	BUY	$22.61 - $23.09 $40,064 - $40,915	1,772 Added 7.3%	26,050 $590,000
Q4 2023 Jan 16, 2024	BUY	$21.51 - $23.18 $46,676 - $50,300	2,170 Added 9.82%	24,278 $553,000
Q3 2023 Oct 18, 2023	BUY	$22.33 - $23.17 $38,943 - $40,408	1,744 Added 8.56%	22,108 $497,000
Q2 2023 Jul 13, 2023	BUY	$21.5 - $23.07 $25,241 - $27,084	1,174 Added 6.12%	20,364 $467,000
Q1 2023 Apr 13, 2023	SELL	$21.22 - $22.9 $362,564 - $391,269	-17,086 Reduced 47.1%	19,190 $417,000
Q4 2022 Jan 23, 2023	SELL	$20.72 - $22.28 $331,271 - $356,212	-15,988 Reduced 30.59%	36,276 $0
Q3 2022 Oct 17, 2022	BUY	$20.9 - $23.55 $458,754 - $516,922	21,950 Added 72.41%	52,264 $1.09 Million
Q2 2022 Jul 18, 2022	BUY	$21.85 - $24.74 $168,747 - $191,067	7,723 Added 34.19%	30,314 $673,000
Q1 2022 May 05, 2022	BUY	$23.0 - $27.66 $89,516 - $107,652	3,892 Added 20.81%	22,591 $551,000
Q4 2021 Jan 14, 2022	BUY	$25.5 - $28.4 $146,446 - $163,101	5,743 Added 44.33%	18,699 $505,000
Q3 2021 Oct 19, 2021	BUY	$25.78 - $27.83 $334,005 - $360,565	12,956 New	12,956 $344,000

Others Institutions Holding SVOL

# of Institutions

100

Shares Held

7.37M

Call Options Held

69.7K

Put Options Held

60.6K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
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Cambridge Advisors Inc. Simplify ETF Simplify Volatili Transaction History