Crewe Advisors LLC Simplify ETF Simplify Volatili Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Crewe Advisors LLC holds 1,307 shares of SVOL stock, worth $27,799. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,307

Holding current value

$27,799

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$20.4 - $21.93 $26,662 - $28,662	1,307 New	1,307 $27,000

Others Institutions Holding SVOL

# of Institutions

Shares Held

5.27M

Call Options Held

15.7K

Put Options Held

163K

Peak Financial Advisors LLC

487K
Shares

$10.4 Million
6.48% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Beacon Capital Management, LLC

415K
Shares

$8.82 Million
1.38% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.45 Million
0.01% of portfolio

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

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