CAPTRUST FINANCIAL ADVISORS
Position in SVOL — Simplify Volatility Premium ETF
CIK 1512024
RALEIGH, NC
All Filings in SVOL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SVOL | $1,250,700 | 81,532 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SVOL | $1,266,690 | 72,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SVOL | $1,418,616 | 78,812 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 SVOL | $1,570,561 | 85,403 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 SVOL | $1,583,659 | 87,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SVOL | $1,525,715 | 73,387 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SVOL | $1,857,706 | 84,595 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SVOL | $2,071,395 | 92,226 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 SVOL | $2,037,541 | 89,918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SVOL | $2,045,393 | 89,789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SVOL | $2,292,260 | 101,833 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 SVOL | $2,278,039 | 99,261 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||