Captrust Financial Advisors Simplify ETF Simplify Volatili Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Captrust Financial Advisors holds 78,812 shares of SVOL stock, worth $1.38 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
78,812
Previous 85,403 7.72%
Holding current value
$1.38 Million
Previous $1.57 Million 9.68%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025
SELL
$16.48 - $19.27 $108,619 - $127,008
-6,591 Reduced 7.72%
78,812 $1.42 Million
Q2 2025

Aug 14, 2025
SELL
$13.97 - $19.98 $23,846 - $34,105
-1,707 Reduced 1.96%
85,403 $1.57 Million
Q1 2025

May 14, 2025
BUY
$17.92 - $21.7 $245,916 - $297,789
13,723 Added 18.7%
87,110 $1.58 Million
Q4 2024

Feb 14, 2025
SELL
$20.4 - $21.93 $228,643 - $245,791
-11,208 Reduced 13.25%
73,387 $1.53 Million
Q3 2024

Nov 14, 2024
SELL
$20.05 - $22.81 $153,001 - $174,063
-7,631 Reduced 8.27%
84,595 $1.86 Million
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
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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