Napa Wealth Management Simplify ETF Simplify Int Rate Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 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 9,021 shares of PFIX stock, worth $421,190. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,021
Previous 11,089 18.65%
Holding current value
$421,190
Previous $537 Million 11.3%
% of portfolio
0.23%
Previous 0.3%

Shares

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

Aug 14, 2025
SELL
$45.32 - $62.42 $93,721 - $129,084
-2,068 Reduced 18.65%
9,021 $477 Million
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
60
Shares Held
1.26M
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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