Epg Wealth Management LLC Simplify ETF Simplify Volatili Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Epg Wealth Management LLC holds 31,381 shares of SVOL stock, worth $651,783. This represents 0.17% of its overall portfolio holdings.

Number of Shares
31,381
Previous 30,379 3.3%
Holding current value
$651,783
Previous $667 Million 2.21%
% of portfolio
0.17%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$20.4 - $21.93 $20,440 - $21,973
1,002 Added 3.3%
31,381 $652 Million
Q3 2024

Nov 13, 2024
BUY
$20.05 - $22.81 $609,098 - $692,944
30,379 New
30,379 $667 Million
Q2 2024

Aug 13, 2024
SELL
$21.84 - $22.99 $491,531 - $517,412
-22,506 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$22.61 - $23.09 $169,394 - $172,990
7,492 Added 49.9%
22,506 $509,000
Q4 2023

Feb 14, 2024
BUY
$21.51 - $23.18 $31,146 - $33,564
1,448 Added 10.67%
15,014 $342,000
Q3 2023

Nov 13, 2023
BUY
$22.33 - $23.17 $302,928 - $314,324
13,566 New
13,566 $305,000

Others Institutions Holding SVOL

# of Institutions
99
Shares Held
6.35M
Call Options Held
11.5K
Put Options Held
105K
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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