A detailed history of Whipplewood Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 4,961 shares of SVOL stock, worth $84,485. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,961
Previous 20 24705.0%
Holding current value
$84,485
Previous $90.2 Million 1.16%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$13.97 - $19.98 $69,025 - $98,721
4,941 Added 24705.0%
4,961 $91.2 Million
Q1 2025

Apr 09, 2025

SELL
$17.92 - $21.7 $80,568 - $97,563
-4,496 Reduced 99.56%
20 $90.2 Million
Q4 2024

Feb 04, 2025

BUY
$20.4 - $21.93 $92,126 - $99,035
4,516 New
4,516 $93.9 Million

Others Institutions Holding SVOL

About SIMPLIFY ETF SIMPLIFY VOLATILI


  • Ticker SVOL
  • Sector ETFs
  • Industry ETFs
More about SVOL
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