Captrust Financial Advisors Simplify ETF Simplify Volatili Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

A detailed history of Captrust Financial Advisors transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Captrust Financial Advisors holds 85,403 shares of SVOL stock, worth $1.45 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

85,403

Previous 87,110 1.96%

Holding current value

$1.45 Million

Previous $1.58 Million 0.82%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$13.97 - $19.98 $23,846 - $34,105	-1,707 Reduced 1.96%	85,403 $1.57 Million
Q1 2025 May 14, 2025	BUY	$17.92 - $21.7 $245,916 - $297,789	13,723 Added 18.7%	87,110 $1.58 Million
Q4 2024 Feb 14, 2025	SELL	$20.4 - $21.93 $228,643 - $245,791	-11,208 Reduced 13.25%	73,387 $1.53 Million
Q3 2024 Nov 14, 2024	SELL	$20.05 - $22.81 $153,001 - $174,063	-7,631 Reduced 8.27%	84,595 $1.86 Million
Q2 2024 Aug 14, 2024	BUY	$21.84 - $22.99 $50,406 - $53,060	2,308 Added 2.57%	92,226 $2.07 Million
Q1 2024 May 15, 2024	BUY	$22.61 - $23.09 $2,916 - $2,978	129 Added 0.14%	89,918 $2.04 Million
Q4 2023 Feb 14, 2024	SELL	$21.51 - $23.18 $259,066 - $279,179	-12,044 Reduced 11.83%	89,789 $2.05 Million
Q3 2023 Nov 14, 2023	BUY	$22.33 - $23.17 $57,432 - $59,593	2,572 Added 2.59%	101,833 $2.29 Million
Q2 2023 Aug 14, 2023	BUY	$21.5 - $23.07 $2.13 Million - $2.29 Million	99,261 New	99,261 $2.28 Million

Others Institutions Holding SVOL

# of Institutions

100

Shares Held

7.6M

Call Options Held

113K

Put Options Held

37.4K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Simplify ETF Simplify Volatili Transaction History