Envestnet Asset Management Inc Simplify ETF Simplify Volatili Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

A detailed history of Envestnet Asset Management Inc transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Envestnet Asset Management Inc holds 74,488 shares of SVOL stock, worth $1.57 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

74,488

Previous 61,172 21.77%

Holding current value

$1.57 Million

Previous $1.34 Million 15.26%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$20.4 - $21.93 $271,646 - $292,019	13,316 Added 21.77%	74,488 $1.55 Million
Q3 2024 Nov 06, 2024	BUY	$20.05 - $22.81 $1.23 Million - $1.4 Million	61,172 New	61,172 $1.34 Million
Q4 2023 Feb 13, 2024	SELL	$21.51 - $23.18 $40,955 - $44,134	-1,904 Reduced 12.41%	13,442 $306,000
Q3 2023 Nov 13, 2023	SELL	$22.33 - $23.17 $217,114 - $225,281	-9,723 Reduced 38.78%	15,346 $345,000
Q2 2023 Aug 04, 2023	SELL	$21.5 - $23.07 $81,807 - $87,781	-3,805 Reduced 13.18%	25,069 $575,000
Q1 2023 May 11, 2023	SELL	$21.22 - $22.9 $360,824 - $389,391	-17,004 Reduced 37.06%	28,874 $628,000
Q4 2022 Feb 07, 2023	BUY	$20.72 - $22.28 $950,592 - $1.02 Million	45,878 New	45,878 $1 Million

Others Institutions Holding SVOL

# of Institutions

Shares Held

6.35M

Call Options Held

11.5K

Put Options Held

105K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
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Envestnet Asset Management Inc Simplify ETF Simplify Volatili Transaction History