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

Professional Financial Advisors, LLC

$422 Million
Q2 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 16,486 shares of PFIX stock, worth $896,673. This represents 0.21% of its overall portfolio holdings.

Number of Shares

16,486

Previous 15,844 4.05%

Holding current value

$896,673

Previous $767,000 13.56%

% of portfolio

0.21%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$45.32 - $62.42 $29,095 - $40,073	642 Added 4.05%	16,486 $871,000
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

1.23M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY ETF SIMPLIFY INT RATE

Ticker PFIX
Sector ETFs
Industry ETFs

More about PFIX

Track This Portfolio

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.

Account

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