EPG Wealth Management LLC
Position in SVOL — Simplify Volatility Premium ETF
CIK 1803058
ATLANTA, GA
All Filings in SVOL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 SVOL | $652,410 | 31,381 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SVOL | $667,122 | 30,379 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 SVOL | $672,146 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SVOL | $509,985 | 22,506 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SVOL | $342,018 | 15,014 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 SVOL | $305,370 | 13,566 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||