International Assets Investment Management, LLC Simplify ETF Simplify Volatili Transaction History

International Assets Investment Management, LLC

$1.2 Trillion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 17, 2022	SELL	$21.85 - $24.74 $378,114 - $428,125	-17,305 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$23.0 - $27.66 $398,015 - $478,656	17,305 New	17,305 $487,000
Q3 2021 Oct 28, 2021	SELL	$25.78 - $27.83 $296,470 - $320,045	-11,500 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$25.15 - $27.15 $289,225 - $312,225	11,500 New	11,500 $311,000

Others Institutions Holding SVOL

# of Institutions

Shares Held

5.61M

Call Options Held

15.7K

Put Options Held

163K

Peak Financial Advisors LLC

487K
Shares

$10.3 Million
6.48% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.2 Million
7.47% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.2 Million
7.47% of portfolio
Beacon Capital Management, LLC

415K
Shares

$8.78 Million
1.38% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.42 Million
0.01% of portfolio

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