Hbw Advisory Services LLC Simplify ETF Simplify Volatili Transaction History

Hbw Advisory Services LLC

  • $622 Million
  • Q3 2024

A detailed history of Hbw Advisory Services LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Hbw Advisory Services LLC holds 29,579 shares of SVOL stock, worth $626,187. This represents 0.1% of its overall portfolio holdings.

Number of Shares
29,579
Previous 33,277 11.11%
Holding current value
$626,187
Previous $747,000 13.12%
% of portfolio
0.1%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
SELL
$20.05 - $22.81 $74,144 - $84,351
-3,698 Reduced 11.11%
29,579 $649,000
Q2 2024

Jul 05, 2024
BUY
$21.84 - $22.99 $63,772 - $67,130
2,920 Added 9.62%
33,277 $747,000
Q4 2023

Jan 16, 2024
BUY
$21.51 - $23.18 $189,890 - $204,633
8,828 Added 41.01%
30,357 $692,000
Q3 2023

Oct 11, 2023
BUY
$22.33 - $23.17 $480,742 - $498,826
21,529 New
21,529 $485,000

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
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email