Captrust Financial Advisors Simplify ETF Simplify Volatili Transaction History

Captrust Financial Advisors

  • $30.9 Billion
  • Q2 2024

A detailed history of Captrust Financial Advisors transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Captrust Financial Advisors holds 92,226 shares of SVOL stock, worth $1.95 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
92,226
Previous 89,918 2.57%
Holding current value
$1.95 Million
Previous $2.04 Million 1.67%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$21.84 - $22.99 $50,406 - $53,060
2,308 Added 2.57%
92,226 $2.07 Million
Q1 2024

May 15, 2024
BUY
$22.61 - $23.09 $2,916 - $2,978
129 Added 0.14%
89,918 $2.04 Million
Q4 2023

Feb 14, 2024
SELL
$21.51 - $23.18 $259,066 - $279,179
-12,044 Reduced 11.83%
89,789 $2.05 Million
Q3 2023

Nov 14, 2023
BUY
$22.33 - $23.17 $57,432 - $59,593
2,572 Added 2.59%
101,833 $2.29 Million
Q2 2023

Aug 14, 2023
BUY
$21.5 - $23.07 $2.13 Million - $2.29 Million
99,261 New
99,261 $2.28 Million

Others Institutions Holding SVOL

# of Institutions
77
Shares Held
4.36M
Call Options Held
5K
Put Options Held
5.7K
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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