Bison Wealth, LLC Simplify ETF Simplify Int Rate Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$61.79 - $95.51 $9,392 - $14,517	-152 Reduced 3.91%	3,737 $356,000
Q2 2023 Aug 14, 2023	BUY	$59.72 - $68.73 $3,762 - $4,329	63 Added 1.65%	3,889 $244,000
Q1 2023 May 15, 2023	SELL	$58.65 - $69.86 $61,465 - $73,213	-1,048 Reduced 21.5%	3,826 $233,000
Q4 2022 Feb 10, 2023	SELL	$60.7 - $87.08 $113,569 - $162,926	-1,871 Reduced 27.74%	4,874 $349,000
Q3 2022 Nov 14, 2022	SELL	$47.98 - $68.19 $521,638 - $741,361	-10,872 Reduced 61.71%	6,745 $459,000
Q2 2022 Jul 22, 2022	BUY	$47.81 - $64.48 $645,960 - $871,189	13,511 Added 329.06%	17,617 $995,000
Q1 2022 May 12, 2022	BUY	$38.54 - $51.08 $43,742 - $57,975	1,135 Added 38.2%	4,106 $205,000
Q4 2021 Feb 02, 2022	BUY	$37.54 - $42.16 $30,932 - $34,739	824 Added 38.38%	2,971 $112,000
Q3 2021 Nov 03, 2021	BUY	$38.53 - $41.42 $82,723 - $88,928	2,147 New	2,147 $87,000

Others Institutions Holding PFIX

# of Institutions

47

Shares Held

1.09M

Call Options Held

0

Put Options Held

0

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