Envestnet Asset Management Inc Simplify ETF Simplify Int Rate Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 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 8,561 shares of PFIX stock, worth $403,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,561
Previous 58,268 85.31%
Holding current value
$403,651
Previous $2.82 Million 83.99%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2025
SELL
$45.32 - $62.42 $2.25 Million - $3.1 Million
-49,707 Reduced 85.31%
8,561 $452,000
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
60
Shares Held
1.24M
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
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