Napa Wealth Management Simplify ETF Simplify Int Rate Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025

A detailed history of Napa Wealth Management transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Napa Wealth Management holds 11,089 shares of PFIX stock, worth $603,130. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,089
Previous 11,789 5.94%
Holding current value
$603,130
Previous $617 Million 12.91%
% of portfolio
0.3%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$44.43 - $57.11 $31,101 - $39,977
-700 Reduced 5.94%
11,089 $537 Million
Q4 2024

Feb 14, 2025
BUY
$39.93 - $52.66 $470,734 - $620,808
11,789 New
11,789 $617 Million

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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