A detailed history of Resources Investment Advisors, Llc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 9,802 shares of SVOL stock, worth $195,353. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,802
Previous 52,400 81.29%
Holding current value
$195,353
Previous $1.15 Million 82.35%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$20.4 - $21.93 $868,999 - $934,174
-42,598 Reduced 81.29%
9,802 $203,000
Q3 2024

Nov 06, 2024

SELL
$20.05 - $22.81 $14.7 Million - $16.7 Million
-731,798 Reduced 93.32%
52,400 $1.15 Million
Q2 2024

Aug 02, 2024

BUY
$21.84 - $22.99 $416,226 - $438,143
19,058 Added 2.49%
784,198 $17.6 Million
Q1 2024

May 10, 2024

SELL
$22.61 - $23.09 $822,461 - $839,921
-36,376 Reduced 4.54%
765,140 $17.3 Million
Q4 2023

Feb 13, 2024

BUY
$21.51 - $23.18 $9.23 Million - $9.95 Million
429,052 Added 115.19%
801,516 $18.3 Million
Q3 2023

Nov 14, 2023

BUY
$22.33 - $23.17 $745,688 - $773,738
33,394 Added 9.85%
372,464 $8.38 Million
Q2 2023

Aug 07, 2023

BUY
$21.5 - $23.07 $1.06 Million - $1.13 Million
49,163 Added 16.96%
339,070 $7.78 Million
Q1 2023

May 10, 2023

BUY
$21.22 - $22.9 $1.91 Million - $2.06 Million
90,150 Added 45.13%
289,907 $6.31 Million
Q4 2022

Feb 02, 2023

BUY
$20.72 - $22.28 $3.15 Million - $3.39 Million
152,194 Added 319.98%
199,757 $4.37 Million
Q3 2022

Nov 08, 2022

BUY
$20.9 - $23.55 $994,066 - $1.12 Million
47,563 New
47,563 $994,000

Others Institutions Holding SVOL

About SIMPLIFY ETF SIMPLIFY VOLATILI


  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment 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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.