Avantax Advisory Services, Inc. Simplify ETF Simplify Int Rate Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 22,623 shares of PFIX stock, worth $1.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,623
Previous 13,904 62.71%
Holding current value
$1.23 Million
Previous $673,000 77.56%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 08, 2025
BUY
$45.32 - $62.42 $395,145 - $544,239
8,719 Added 62.71%
22,623 $1.2 Million
Q1 2025

May 06, 2025
BUY
$44.43 - $57.11 $617,754 - $794,057
13,904 New
13,904 $673,000
Q3 2023

Nov 07, 2023
BUY
$61.79 - $95.51 $217,191 - $335,717
3,515 New
3,515 $335,000

Others Institutions Holding PFIX

# of Institutions
54
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
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