Resources Investment Advisors, Llc. Simplify ETF Simplify Volatili Transaction History

Resources Investment Advisors, Llc.

$6.22 Billion
Q1 2024

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 765,140 shares of SVOL stock, worth $17.3 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

765,140

Previous 801,516 4.54%

Holding current value

$17.3 Million

Previous $18.3 Million 5.04%

% of portfolio

0.28%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$21.1 - $22.28 $3.21 Million - $3.39 Million	152,194 Added 319.98%	199,757 $4.37 Million
Q3 2022 Nov 08, 2022	BUY	N/A	47,563 New	47,563 $994,000

Others Institutions Holding SVOL

# of Institutions

Shares Held

5.07M

Call Options Held

Put Options Held

42.1K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

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Resources Investment Advisors, Llc. Simplify ETF Simplify Volatili Transaction History