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

6.35M

Call Options Held

11.5K

Put Options Held

105K

Ae Wealth Management LLC

850K
Shares

$15.4 Million
0.17% of portfolio
Peak Financial Advisors LLC

487K
Shares

$8.8 Million
6.48% of portfolio
Beacon Capital Management, LLC

415K
Shares

$7.49 Million
1.38% of portfolio
Cumberland Partners LTD Toronto, A6

335K
Shares

$6.06 Million
0.52% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

335K
Shares

$6.04 Million
4.99% of portfolio

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About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

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