LFGH
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$577K Buy
25,473
+1,414
+6% +$32K 0.45% 22
2023
Q4 		$548K Buy
+24,059
New +$548K 0.47% 22