A detailed history of Advisor Group Holdings, Inc. transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 1,337 shares of PFIX stock, worth $68,320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,337
Previous 4,044 66.94%
Holding current value
$68,320
Previous $193,000 72.02%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$37.46 - $50.95 $101,404 - $137,921
-2,707 Reduced 66.94%
1,337 $54,000
Q2 2024

Aug 13, 2024

SELL
$43.88 - $55.3 $295,093 - $371,892
-6,725 Reduced 62.45%
4,044 $193,000
Q1 2024

May 10, 2024

BUY
$40.44 - $50.66 $385,959 - $483,499
9,544 Added 779.1%
10,769 $482,000
Q4 2023

Feb 12, 2024

SELL
$38.75 - $111.45 $455,932 - $1.31 Million
-11,766 Reduced 90.57%
1,225 $49,000
Q3 2023

Nov 13, 2023

SELL
$61.79 - $95.51 $1 Million - $1.55 Million
-16,235 Reduced 55.55%
12,991 $1.24 Million
Q2 2023

Aug 10, 2023

BUY
$59.72 - $68.73 $53,389 - $61,444
894 Added 3.16%
29,226 $1.83 Million
Q1 2023

May 12, 2023

BUY
$58.65 - $69.86 $819,047 - $975,594
13,965 Added 97.2%
28,332 $1.73 Million
Q4 2022

Feb 10, 2023

SELL
$60.7 - $87.08 $1.08 Million - $1.55 Million
-17,843 Reduced 55.4%
14,367 $1.03 Million
Q3 2022

Nov 14, 2022

BUY
$47.98 - $68.19 $1.51 Million - $2.15 Million
31,510 Added 4501.43%
32,210 $2.2 Million
Q1 2022

May 04, 2022

SELL
$38.54 - $51.08 $21,197 - $28,094
-550 Reduced 44.0%
700 $35,000
Q3 2021

Nov 05, 2021

BUY
$38.53 - $41.42 $48,162 - $51,775
1,250 New
1,250 $51,000

Others Institutions Holding PFIX

About SIMPLIFY ETF SIMPLIFY INT RATE


  • Ticker PFIX
  • Sector ETFs
  • Industry ETFs
More about PFIX
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. 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 Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.