Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History

Peak Financial Advisors LLC

  • $134 Million
  • Q1 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 342,155 shares of SVOL stock, worth $7.68 Million. This represents 5.8% of its overall portfolio holdings.

Number of Shares
342,155
Previous 263,179 30.01%
Holding current value
$7.68 Million
Previous $6 Million 29.32%
% of portfolio
5.8%
Previous 4.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
64
Shares Held
5.07M
Call Options Held
0
Put Options Held
42.1K
View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

SVOL Quotes by TradingView
  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
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