A detailed history of Professional Financial Advisors, LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 15,707 shares of PFIX stock, worth $783,779. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,707
Previous 14,940 5.13%
Holding current value
$783,779
Previous $714,000 9.66%
% of portfolio
0.17%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$37.46 - $50.95 $28,731 - $39,078
767 Added 5.13%
15,707 $645,000
Q2 2024

Jul 17, 2024

SELL
$43.88 - $55.3 $23,124 - $29,143
-527 Reduced 3.41%
14,940 $714,000
Q1 2024

Apr 25, 2024

BUY
$40.44 - $50.66 $357,408 - $447,733
8,838 Added 133.32%
15,467 $692,000
Q4 2023

Jan 17, 2024

BUY
$38.75 - $111.45 $24,412 - $70,213
630 Added 10.5%
6,629 $265,000
Q3 2023

Oct 25, 2023

BUY
$61.79 - $95.51 $370,678 - $572,964
5,999 New
5,999 $572,000

Others Institutions Holding PFIX

About SIMPLIFY ETF SIMPLIFY INT RATE


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

Track Professional Financial Advisors, LLC Portfolio

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

News

Stay updated on Professional Financial Advisors, LLC with notifications on news.