Pacific Financial Group Inc Simplify ETF Simplify Volatili Transaction History

Pacific Financial Group Inc

$136 Million
Q3 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	$20.72 - $22.28 $378,430 - $406,921	18,264 Added 10.84%	186,822 $4.09 Million
Q3 2022 Oct 11, 2022	BUY	$20.9 - $23.55 $595,064 - $670,515	28,472 Added 20.32%	168,558 $3.52 Million
Q2 2022 Jul 13, 2022	BUY	$21.85 - $24.74 $639,331 - $723,892	29,260 Added 26.4%	140,086 $3.11 Million
Q1 2022 Apr 22, 2022	BUY	$23.0 - $27.66 $2.55 Million - $3.07 Million	110,826 New	110,826 $2.71 Million
Q4 2021 Jan 18, 2022	SELL	$25.5 - $28.4 $1.85 Million - $2.06 Million	-72,524 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$25.78 - $27.83 $799,102 - $862,646	30,997 Added 74.64%	72,524 $1.92 Million
Q2 2021 Jul 22, 2021	BUY	$25.15 - $27.15 $1.04 Million - $1.13 Million	41,527 New	41,527 $1.12 Million

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

$10.2 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.2 Million
7.47% of portfolio
Peak Financial Advisors LLC

480K
Shares

$10.1 Million
6.63% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.38 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

323K
Shares

$6.81 Million
0.53% of portfolio

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