Professional Financial Advisors, LLC Simplify ETF Simplify Int Rate Transaction History

Professional Financial Advisors, LLC

$385 Million
Q1 2025

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 15,844 shares of PFIX stock, worth $841,316. This represents 0.2% of its overall portfolio holdings.

Number of Shares

15,844

Previous 16,387 3.31%

Holding current value

$841,316

Previous $857,000 10.5%

% of portfolio

0.2%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$44.43 - $57.11 $24,125 - $31,010	-543 Reduced 3.31%	15,844 $767,000
Q4 2024 Jan 13, 2025	BUY	$39.93 - $52.66 $27,152 - $35,808	680 Added 4.33%	16,387 $857,000
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

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

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About SIMPLIFY ETF SIMPLIFY INT RATE

Ticker PFIX
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Professional Financial Advisors, LLC Simplify ETF Simplify Int Rate Transaction History