Collaborative Wealth Managment Inc. Simplify ETF Simplify Volatili Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 32,746 shares of SVOL stock, worth $553,407. This represents 0.27% of its overall portfolio holdings.

Number of Shares
32,746
Previous 29,357 11.54%
Holding current value
$553,407
Previous $533,000 12.95%
% of portfolio
0.27%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$13.97 - $19.98 $47,344 - $67,712
3,389 Added 11.54%
32,746 $602,000
Q1 2025

May 08, 2025
SELL
$17.92 - $21.7 $13,655 - $16,535
-762 Reduced 2.53%
29,357 $533,000
Q4 2024

Feb 10, 2025
BUY
$20.4 - $21.93 $10,852 - $11,666
532 Added 1.8%
30,119 $626,000
Q3 2024

Nov 12, 2024
BUY
$20.05 - $22.81 $84,189 - $95,779
4,199 Added 16.54%
29,587 $649,000
Q2 2024

Aug 09, 2024
BUY
$21.84 - $22.99 $159,038 - $167,413
7,282 Added 40.22%
25,388 $570,000
Q1 2024

May 10, 2024
BUY
$22.61 - $23.09 $29,822 - $30,455
1,319 Added 7.86%
18,106 $410,000
Q2 2023

Aug 07, 2023
BUY
$21.5 - $23.07 $5,203 - $5,582
242 Added 1.46%
16,787 $385,000
Q1 2023

May 08, 2023
BUY
$21.22 - $22.9 $5,517 - $5,954
260 Added 1.6%
16,545 $359,000
Q4 2022

Feb 10, 2023
BUY
$20.72 - $22.28 $9,800 - $10,538
473 Added 2.99%
16,285 $356,000
Q3 2022

Nov 14, 2022
BUY
$20.9 - $23.55 $9,112 - $10,267
436 Added 2.84%
15,812 $330,000
Q2 2022

Aug 15, 2022
BUY
$21.85 - $24.74 $9,351 - $10,588
428 Added 2.86%
15,376 $341,000
Q1 2021

May 12, 2022
BUY
N/A
14,948 New
14,948 $365,000

Others Institutions Holding SVOL

# of Institutions
102
Shares Held
7.52M
Call Options Held
113K
Put Options Held
37.4K
View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

SVOL Quotes by TradingView
  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
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