Envestnet Asset Management Inc Simplify ETF Simplify Int Rate Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Envestnet Asset Management Inc holds 58,268 shares of PFIX stock, worth $3.09 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

58,268

Previous 58,457 0.32%

Holding current value

$3.09 Million

Previous $3.06 Million 7.71%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$44.43 - $57.11 $8,397 - $10,793	-189 Reduced 0.32%	58,268 $2.82 Million
Q4 2024 Feb 12, 2025	BUY	$39.93 - $52.66 $2.33 Million - $3.08 Million	58,457 New	58,457 $3.06 Million
Q4 2023 Feb 13, 2024	SELL	$38.75 - $111.45 $587,605 - $1.69 Million	-15,164 Reduced 68.06%	7,117 $284,000
Q3 2023 Nov 13, 2023	SELL	$61.79 - $95.51 $1.88 Million - $2.91 Million	-30,432 Reduced 57.73%	22,281 $2.13 Million
Q2 2023 Aug 04, 2023	BUY	$59.72 - $68.73 $73,634 - $84,744	1,233 Added 2.4%	52,713 $3.31 Million
Q1 2023 May 11, 2023	BUY	$58.65 - $69.86 $2.34 Million - $2.79 Million	39,932 Added 345.79%	51,480 $3.14 Million
Q4 2022 Feb 07, 2023	SELL	$60.7 - $87.08 $250,326 - $359,117	-4,124 Reduced 26.31%	11,548 $826,000
Q3 2022 Nov 10, 2022	SELL	$47.98 - $68.19 $5.41 Million - $7.69 Million	-112,708 Reduced 87.79%	15,672 $1.07 Million
Q2 2022 Aug 03, 2022	BUY	$47.81 - $64.48 $6.14 Million - $8.28 Million	128,380 New	128,380 $7.25 Million

Others Institutions Holding PFIX

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

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About SIMPLIFY ETF SIMPLIFY INT RATE

Ticker PFIX
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Envestnet Asset Management Inc Simplify ETF Simplify Int Rate Transaction History