Anchor Investment Management, LLC Simplify ETF Simplify Int Rate Transaction History

Anchor Investment Management, LLC

$1.14 Trillion
Q2 2025

A detailed history of Anchor Investment Management, LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Anchor Investment Management, LLC holds 5,075 shares of PFIX stock, worth $245,731. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,075

Previous 5,125 0.98%

Holding current value

$245,731

Previous $248 Million 7.97%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	SELL	$45.32 - $62.42 $2,266 - $3,121	-50 Reduced 0.98%	5,075 $268 Million
Q4 2023 Jan 02, 2024	BUY	$38.75 - $111.45 $198,593 - $571,181	5,125 New	5,125 $205 Million
Q2 2023 Jan 02, 2024	SELL	$59.72 - $68.73 $2,986 - $3,436	-50 Reduced 1.08%	4,600 $289 Million
Q4 2022 Jan 02, 2024	SELL	$60.7 - $87.08 $28,832 - $41,363	-475 Reduced 9.27%	4,650 $333 Million
Q3 2022 Jan 02, 2024	SELL	$47.98 - $68.19 $2,399 - $3,409	-50 Reduced 0.98%	5,075 $346 Million
Q2 2022 Jan 02, 2024	SELL	$47.81 - $64.48 $4,781 - $6,448	-100 Reduced 1.93%	5,075 $287 Million
Q3 2021 Jan 02, 2024	BUY	$38.53 - $41.42 $1,926 - $2,071	50 Added 0.98%	5,175 $210 Million
Q2 2021 Jan 02, 2024	SELL	$41.41 - $50.76 $141,829 - $173,853	-3,425 Reduced 66.83%	1,700 $70.4 Million

Others Institutions Holding PFIX

# of Institutions

Shares Held

1.24M

Call Options Held

Put Options Held

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About SIMPLIFY ETF SIMPLIFY INT RATE

Ticker PFIX
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Anchor Investment Management, LLC Simplify ETF Simplify Int Rate Transaction History