A detailed history of Creative Planning transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Creative Planning holds 17,121 shares of SVOL stock, worth $291,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,121
Previous 16,669 2.71%
Holding current value
$291,570
Previous $303,000 3.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025

BUY
$13.97 - $19.98 $6,314 - $9,030
452 Added 2.71%
17,121 $314,000
Q1 2025

May 15, 2025

BUY
$17.92 - $21.7 $298,708 - $361,717
16,669 New
16,669 $303,000

Others Institutions Holding SVOL

About SIMPLIFY ETF SIMPLIFY VOLATILI


  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.