R Pg Family Wealth Advisory, LLC Simplify ETF Simplify Volatili Transaction History

R Pg Family Wealth Advisory, LLC

$284 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$20.05 - $22.81 $10,025 - $11,405	500 New	500 $10,000

Others Institutions Holding SVOL

# of Institutions

88

Shares Held

5.23M

Call Options Held

15.7K

Put Options Held

163K

Peak Financial Advisors LLC

487K
Shares

$10.6 Million
6.48% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.5 Million
7.47% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.59 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

323K
Shares

$7 Million
0.53% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

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