Ae Wealth Management LLC Simplify ETF Simplify Int Rate Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Ae Wealth Management LLC holds 28 shares of PFIX stock, worth $1,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 34 17.65%
Holding current value
$1,307
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$45.32 - $62.42 $271 - $374
-6 Reduced 17.65%
28 $1,000
Q1 2025

May 06, 2025
SELL
$44.43 - $57.11 $444 - $571
-10 Reduced 22.73%
34 $1,000
Q4 2024

Feb 13, 2025
BUY
$39.93 - $52.66 $1,756 - $2,317
44 New
44 $2,000
Q4 2023

Feb 14, 2024
BUY
$38.75 - $111.45 $2.98 Million - $8.58 Million
76,974 New
76,974 $3.08 Million
Q3 2022

Oct 25, 2022
BUY
$47.98 - $68.19 $1.07 Million - $1.52 Million
22,324 New
22,324 $1.52 Million

Others Institutions Holding PFIX

# of Institutions
60
Shares Held
1.26M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email