Liquid Strategies, LLC Simplify ETF Simplify Volatili Transaction History

Liquid Strategies, LLC

$418 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$21.5 - $23.07 $54,889 - $58,897	2,553 New	2,553 $58,000

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

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