Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Peak Financial Advisors LLC holds 486,861 shares of SVOL stock, worth $10.3 Million. This represents 6.48% of its overall portfolio holdings.

Number of Shares

486,861

Previous 479,555 1.52%

Holding current value

$10.3 Million

Previous $10.5 Million 3.89%

% of portfolio

6.48%

Previous 6.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$20.4 - $21.93 $149,042 - $160,220	7,306 Added 1.52%	486,861 $10.1 Million
Q3 2024 Oct 09, 2024	BUY	$20.05 - $22.81 $814,872 - $927,044	40,642 Added 9.26%	479,555 $10.5 Million
Q2 2024 Jul 12, 2024	BUY	$21.84 - $22.99 $2.11 Million - $2.22 Million	96,758 Added 28.28%	438,913 $9.86 Million
Q1 2024 Apr 12, 2024	BUY	$22.61 - $23.09 $1.79 Million - $1.82 Million	78,976 Added 30.01%	342,155 $7.75 Million
Q4 2023 Jan 10, 2024	BUY	$21.51 - $23.18 $1.56 Million - $1.68 Million	72,543 Added 38.05%	263,179 $6 Million
Q3 2023 Oct 10, 2023	BUY	$22.33 - $23.17 $4.26 Million - $4.42 Million	190,636 New	190,636 $4.29 Million

Others Institutions Holding SVOL

# of Institutions

Shares Held

5.61M

Call Options Held

15.7K

Put Options Held

163K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History