Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History

Peak Financial Advisors LLC

$154 Million
Q1 2025

A detailed history of Peak Financial Advisors LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Peak Financial Advisors LLC holds 502,384 shares of SVOL stock, worth $7.83 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

502,384

Previous 486,861 3.19%

Holding current value

$7.83 Million

Previous $10.1 Million 10.31%

% of portfolio

5.88%

Previous 6.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$17.92 - $21.7 $278,172 - $336,849	15,523 Added 3.19%	502,384 $9.08 Million
Q4 2024 Jan 14, 2025	BUY	$20.4 - $21.93 $149,042 - $160,220	7,306 Added 1.52%	486,861 $10.1 Million
Q3 2024 Oct 09, 2024	BUY	$20.05 - $22.81 $814,872 - $927,044	40,642 Added 9.26%	479,555 $10.5 Million
Q2 2024 Jul 12, 2024	BUY	$21.84 - $22.99 $2.11 Million - $2.22 Million	96,758 Added 28.28%	438,913 $9.86 Million
Q1 2024 Apr 12, 2024	BUY	$22.61 - $23.09 $1.79 Million - $1.82 Million	78,976 Added 30.01%	342,155 $7.75 Million
Q4 2023 Jan 10, 2024	BUY	$21.51 - $23.18 $1.56 Million - $1.68 Million	72,543 Added 38.05%	263,179 $6 Million
Q3 2023 Oct 10, 2023	BUY	$22.33 - $23.17 $4.26 Million - $4.42 Million	190,636 New	190,636 $4.29 Million

Others Institutions Holding SVOL

# of Institutions

101

Shares Held

6.52M

Call Options Held

11.5K

Put Options Held

105K

View Full List

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History