Ancora Advisors, LLC Simplify ETF Simplify Volatili Transaction History

Ancora Advisors, LLC

$4.06 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$21.84 - $22.99 $2,205 - $2,321	101 New	101 $2,000

Others Institutions Holding SVOL

# of Institutions

90

Shares Held

5.67M

Call Options Held

15.7K

Put Options Held

163K

Peak Financial Advisors LLC

487K
Shares

$10.3 Million
6.48% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Beacon Capital Management, LLC

415K
Shares

$8.8 Million
1.38% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.43 Million
0.01% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ancora Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ancora Advisors, LLC with notifications on news.