Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 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 479,555 shares of SVOL stock, worth $10.4 Million. This represents 6.63% of its overall portfolio holdings.

Number of Shares
479,555
Previous 438,913 9.26%
Holding current value
$10.4 Million
Previous $9.86 Million 6.84%
% of portfolio
6.63%
Previous 7.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
83
Shares Held
5.04M
Call Options Held
15.7K
Put Options Held
163K
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 Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC 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 Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email