Visionary Wealth Advisors Simplify ETF Simplify Volatili Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Visionary Wealth Advisors holds 165,637 shares of SVOL stock, worth $2.91 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

165,637

Previous 103,865 59.47%

Holding current value

$2.91 Million

Previous $2.16 Million 39.46%

% of portfolio

0.19%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$17.92 - $21.7 $1.11 Million - $1.34 Million	61,772 Added 59.47%	165,637 $3.01 Million
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

100

Shares Held

7.37M

Call Options Held

69.7K

Put Options Held

60.6K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors Simplify ETF Simplify Volatili Transaction History