Cambridge Investment Research Advisors, Inc. Simplify ETF Simplify Volatili Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$22.61 - $23.09 $223,409 - $228,152	9,881 New	9,881 $224,000

Others Institutions Holding SVOL

# of Institutions

Shares Held

6.96M

Call Options Held

11.5K

Put Options Held

105K

Beacon Capital Management, LLC

873K
Shares

$13.6 Million
2.6% of portfolio
Ae Wealth Management LLC

850K
Shares

$13.3 Million
0.17% of portfolio
Peak Financial Advisors LLC

502K
Shares

$7.83 Million
5.88% of portfolio
Parkside Investments, LLC

383K
Shares

$5.98 Million
1.05% of portfolio
Cumberland Partners LTD Toronto, A6

335K
Shares

$5.22 Million
0.52% of portfolio

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About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

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