Pacific Financial Group Inc Simplify ETF Simplify Volatili Transaction History

Pacific Financial Group Inc

$145 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$21.5 - $23.07 $195,929 - $210,236	-9,113 Reduced 4.76%	182,149 $4.18 Million
Q1 2023 May 17, 2023	BUY	$21.22 - $22.9 $94,216 - $101,676	4,440 Added 2.38%	191,262 $4.16 Million
Q4 2022 Feb 14, 2023	BUY	$21.1 - $22.28 $385,370 - $406,921	18,264 Added 10.84%	186,822 $4.09 Million
Q3 2022 Oct 11, 2022	BUY	N/A	28,472 Added 20.32%	168,558 $3.52 Million
Q2 2022 Jul 13, 2022	BUY	N/A	29,260 Added 26.4%	140,086 $3.11 Million

Q1 2022 Apr 22, 2022	BUY	N/A	110,826 New	110,826 $2.71 Million
Q4 2021 Jan 18, 2022	SELL	N/A	-72,524 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	N/A	30,997 Added 74.64%	72,524 $1.92 Million
Q2 2021 Jul 22, 2021	BUY	N/A	41,527 New	41,527 $1.12 Million

Others Institutions Holding SVOL

# of Institutions

64

Shares Held

5.07M

Call Options Held

0

Put Options Held

42.1K

Tmd Wealth Management, LLC

1.45M
Shares

$32.7 Million
9.45% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

765K
Shares

$17.3 Million
0.28% of portfolio
Peak Financial Advisors LLC

342K
Shares

$7.73 Million
5.8% of portfolio
Jane Street Group, LLC New York, NY

267K
Shares

$6.04 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

259K
Shares

$5.85 Million
0.47% of portfolio

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