Wealthsource Partners, LLC Simplify ETF Simplify Volatili Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	N/A	19,455 Added 138.32%	33,520 $744,000
Q1 2022 May 09, 2022	BUY	N/A	14,065 New	14,065 $343,000

Others Institutions Holding SVOL

# of Institutions

64

Shares Held

5.08M

Call Options Held

0

Put Options Held

42.1K

Tmd Wealth Management, LLC

1.45M
Shares

$32.8 Million
9.45% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

765K
Shares

$17.3 Million
0.28% of portfolio
Peak Financial Advisors LLC

342K
Shares

$7.75 Million
5.8% of portfolio
Jane Street Group, LLC New York, NY

267K
Shares

$6.06 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

259K
Shares

$5.87 Million
0.47% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
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