Copia Wealth Management Simplify ETF Simplify Int Rate Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 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 1,345 shares of PFIX stock, worth $73,154. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,345
Previous 2,210 39.14%
Holding current value
$73,154
Previous $107 Million 33.64%
% of portfolio
0.06%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
55
Shares Held
1.28M
Call Options Held
1.8K
Put Options Held
1K
View Full List

About SIMPLIFY ETF SIMPLIFY INT RATE

PFIX Quotes by TradingView
  • Ticker PFIX
  • Sector ETFs
  • Industry ETFs
More about PFIX
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email