Lee Financial Group Hawaii’s Simplify Volatility Premium ETF SVOL Stock Holding History

Lee Financial Group Hawaii’s Portfolio SVOL Stock Details SVOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$577K	Buy	25,473 +1,414	+6%	+$32.2K	0.45%	22
2023 Q4	$548K	Buy	+24,059	New	+$543K	0.47%	22

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