Glassman Wealth Services Simplify ETF Simplify Volatili Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$21.84 - $22.99 $5,023 - $5,287	230 Added 77.97%	525 $11,000
Q1 2024 May 03, 2024	BUY	$22.61 - $23.09 $6,669 - $6,811	295 New	295 $6,000

Others Institutions Holding SVOL

# of Institutions

83

Shares Held

5.04M

Call Options Held

15.7K

Put Options Held

163K

Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Peak Financial Advisors LLC

480K
Shares

$10.4 Million
6.63% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.58 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

323K
Shares

$6.99 Million
0.53% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

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