Elevated Capital Advisors, LLC SVOL Holdings History
Number of Shares
236,968.00
Current Holdings Value*
$4.31 Mil
% of Portfolio
1.21%
Total Estimate Gain
$-520,043.68
% of Total Estimate Gain
-10.66%
Elevated Capital Advisors, LLC's Simplify Volatility Premium ETF Holding Summary
As of 2025-03-31, Elevated Capital Advisors, LLC held 236,968.00 shares of Simplify Volatility Premium ETF(SVOL), totaling $4.31 Mil. This investment constitutes 1.21% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 0.43% of the outstanding Simplify Volatility Premium ETF(SVOL) stock.
The initial trade took place in 2024Q4. And since then Elevated Capital Advisors, LLC has made 2 purchases of SVOL, at an average price of $20.58, for a total of 236,968.00 shares. Based on historical transaction data and SVOL's current price of $18.39, Elevated Capital Advisors, LLC's estimated gain on his SVOL holdings is $-520,043.68, reflecting a -10.66% gain to date.
Elevated Capital Advisors, LLC SVOL ($18.39) Holding Chart
Elevated Capital Advisors, LLC SVOL ($18.39) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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