Ae Wealth Management LLC Simplify ETF Simplify Volatili Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Ae Wealth Management LLC holds 965,243 shares of SVOL stock, worth $16.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
965,243
Previous 1,771,470 45.51%
Holding current value
$16.9 Million
Previous $32.6 Million 46.67%
% of portfolio
0.13%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$16.48 - $19.27 $13.3 Million - $15.5 Million
-806,227 Reduced 45.51%
965,243 $17.4 Million
Q2 2025

Aug 06, 2025
BUY
$13.97 - $19.98 $5.4 Million - $7.73 Million
386,654 Added 27.92%
1,771,470 $32.6 Million
Q1 2025

May 06, 2025
BUY
$17.92 - $21.7 $9.58 Million - $11.6 Million
534,805 Added 62.92%
1,384,816 $25.2 Million
Q4 2024

Feb 13, 2025
BUY
$20.4 - $21.93 $12.8 Million - $13.8 Million
629,543 Added 285.55%
850,011 $17.7 Million
Q3 2024

Nov 14, 2024
BUY
$20.05 - $22.81 $1.57 Million - $1.78 Million
78,085 Added 54.84%
220,468 $4.84 Million
Q2 2024

Aug 12, 2024
SELL
$21.84 - $22.99 $1.55 Million - $1.63 Million
-70,879 Reduced 33.24%
142,383 $3.2 Million
Q1 2024

May 15, 2024
BUY
$22.61 - $23.09 $1.38 Million - $1.41 Million
60,952 Added 40.02%
213,262 $4.83 Million
Q4 2023

Feb 14, 2024
BUY
$21.51 - $23.18 $1.68 Million - $1.81 Million
78,041 Added 105.08%
152,310 $3.47 Million
Q3 2023

Oct 11, 2023
BUY
$22.33 - $23.17 $1.19 Million - $1.23 Million
53,282 Added 253.88%
74,269 $1.67 Million
Q2 2023

Jul 10, 2023
BUY
$21.5 - $23.07 $451,220 - $484,170
20,987 New
20,987 $481,000

Others Institutions Holding SVOL

# of Institutions
95
Shares Held
5.14M
Call Options Held
199K
Put Options Held
118K
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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