Visionary Wealth Advisors Simplify ETF Simplify Volatili Transaction History

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Visionary Wealth Advisors holds 103,865 shares of SVOL stock, worth $1.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
103,865
Previous 88,113 17.88%
Holding current value
$1.9 Million
Previous $1.93 Million 11.63%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Feb 13, 2025
BUY
$20.4 - $21.93 $321,340 - $345,441
15,752 Added 17.88%
103,865 $2.16 Million
Q3 2024

Nov 12, 2024
BUY
$20.05 - $22.81 $461,069 - $524,538
22,996 Added 35.31%
88,113 $1.93 Million
Q2 2024

Aug 13, 2024
BUY
$21.84 - $22.99 $573,867 - $604,085
26,276 Added 67.65%
65,117 $1.46 Million
Q1 2024

May 15, 2024
BUY
$22.61 - $23.09 $404,605 - $413,195
17,895 Added 85.43%
38,841 $880,000
Q4 2023

Feb 14, 2024
BUY
$21.51 - $23.18 $216,089 - $232,866
10,046 Added 92.17%
20,946 $477,000
Q3 2023

Nov 13, 2023
BUY
$22.33 - $23.17 $243,396 - $252,553
10,900 New
10,900 $245,000

Others Institutions Holding SVOL

# of Institutions
99
Shares Held
6.35M
Call Options Held
11.5K
Put Options Held
105K
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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