Napa Wealth Management Simplify ETF Simplify Volatili Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025

A detailed history of Napa Wealth Management transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Napa Wealth Management holds 39,025 shares of SVOL stock, worth $682,937. This represents 0.33% of its overall portfolio holdings.

Number of Shares
39,025
Previous 38,807 0.56%
Holding current value
$682,937
Previous $714 Million 1.57%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Nov 12, 2025
BUY
$16.48 - $19.27 $3,592 - $4,200
218 Added 0.56%
39,025 $702 Million
Q2 2025

Aug 14, 2025
BUY
$13.97 - $19.98 $13,439 - $19,220
962 Added 2.54%
38,807 $714 Million
Q1 2025

May 14, 2025
BUY
$17.92 - $21.7 $60,067 - $72,738
3,352 Added 9.72%
37,845 $688 Million
Q4 2024

Feb 14, 2025
BUY
$20.4 - $21.93 $187,924 - $202,019
9,212 Added 36.44%
34,493 $717 Million
Q3 2024

Nov 07, 2024
BUY
$20.05 - $22.81 $506,884 - $576,659
25,281 New
25,281 $555 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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