Simpli Fi, Inc. Invesco Vrdo Tax Free ETF Transaction History

Simpli Fi, Inc.

$174 Million
Q1 2025

A detailed history of Simpli Fi, Inc. transactions in Invesco Vrdo Tax Free ETF stock. As of the latest transaction made, Simpli Fi, Inc. holds 28,733 shares of PVI stock, worth $714,015. This represents 0.41% of its overall portfolio holdings.

Number of Shares

28,733

Previous 28,733 -0.0%

Holding current value

$714,015

Previous $709,000 0.56%

% of portfolio

0.41%

Previous 0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$24.75 - $24.87 $711,141 - $714,589	28,733 New	28,733 $712,000

Others Institutions Holding PVI

# of Institutions

Shares Held

543K

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

87K
Shares

$2.16 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

69.7K
Shares

$1.73 Million
0.0% of portfolio
Morgan Stanley New York, NY

63.3K
Shares

$1.57 Million
0.0% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

47.2K
Shares

$1.17 Million
0.03% of portfolio
Jane Street Group, LLC New York, NY

45.5K
Shares

$1.13 Million
0.0% of portfolio

View Full List

About INVESCO VRDO TAX-FREE ETF

Ticker PVI
Sector ETFs
Industry ETFs

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