Copia Wealth Management Simplify ETF Simplify Int Rate Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Copia Wealth Management holds 745 shares of PFIX stock, worth $36,065. This represents 0.03% of its overall portfolio holdings.

Number of Shares
745
Previous 1,345 44.61%
Holding current value
$36,065
Previous $71.1 Million 49.5%
% of portfolio
0.03%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$45.54 - $60.66 $27,324 - $36,396
-600 Reduced 44.61%
745 $35.9 Million
Q2 2025

Jul 28, 2025
SELL
$45.32 - $62.42 $39,201 - $53,993
-865 Reduced 39.14%
1,345 $71.1 Million
Q1 2025

Apr 17, 2025
BUY
$44.43 - $57.11 $98,190 - $126,213
2,210 New
2,210 $107 Million

Others Institutions Holding PFIX

# of Institutions
60
Shares Held
1.27M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY ETF SIMPLIFY INT RATE

PFIX Quotes by TradingView
  • Ticker PFIX
  • Sector ETFs
  • Industry ETFs
More about PFIX
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