A detailed history of Mutual Advisors, LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Mutual Advisors, LLC holds 4,841 shares of PFIX stock, worth $260,155. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,841
Holding current value
$260,155
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$39.93 - $52.66 $193,301 - $254,927
4,841 New
4,841 $253,000
Q1 2024

May 02, 2024

BUY
$40.44 - $50.66 $193,303 - $242,154
4,780 New
4,780 $214,000
Q2 2023

Jul 31, 2023

SELL
$59.72 - $68.73 $62,944 - $72,441
-1,054 Reduced 21.91%
3,757 $235,000
Q1 2023

Apr 11, 2023

BUY
$58.65 - $69.86 $110,320 - $131,406
1,881 Added 64.2%
4,811 $293,000
Q4 2022

Jan 12, 2023

BUY
$60.7 - $87.08 $177,851 - $255,144
2,930 New
2,930 $0

Others Institutions Holding PFIX

About SIMPLIFY ETF SIMPLIFY INT RATE


  • Ticker PFIX
  • Sector ETFs
  • Industry ETFs
More about PFIX
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, 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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.