Napa Wealth Management Simplify ETF Simplify Volatili Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025

A detailed history of Napa Wealth Management transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Napa Wealth Management holds 38,807 shares of SVOL stock, worth $655,838. This represents 0.34% of its overall portfolio holdings.

Number of Shares
38,807
Previous 37,845 2.54%
Holding current value
$655,838
Previous $688 Million 3.73%
% of portfolio
0.34%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$13.97 - $19.98 $13,439 - $19,220
962 Added 2.54%
38,807 $714 Million
Q1 2025

May 14, 2025
BUY
$17.92 - $21.7 $60,067 - $72,738
3,352 Added 9.72%
37,845 $688 Million
Q4 2024

Feb 14, 2025
BUY
$20.4 - $21.93 $187,924 - $202,019
9,212 Added 36.44%
34,493 $717 Million
Q3 2024

Nov 07, 2024
BUY
$20.05 - $22.81 $506,884 - $576,659
25,281 New
25,281 $555 Million

Others Institutions Holding SVOL

# of Institutions
102
Shares Held
7.47M
Call Options Held
108K
Put Options Held
87.3K
View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

SVOL Quotes by TradingView
  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email