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

Simpli Fi, Inc.

$180 Million
Q2 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 $715,739. This represents 0.4% of its overall portfolio holdings.

Number of Shares

28,733

Previous 28,733 -0.0%

Holding current value

$715,739

Previous $713,000 0.14%

% of portfolio

0.4%

Previous 0.41%

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

614K

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

87K
Shares

$2.17 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

69.7K
Shares

$1.74 Million
0.0% of portfolio
Flagship Harbor Advisors, LLC

63.9K
Shares

$1.59 Million
0.08% of portfolio
Morgan Stanley New York, NY

63.3K
Shares

$1.58 Million
0.0% of portfolio
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE

48.8K
Shares

$1.22 Million
0.04% of portfolio

View Full List

About INVESCO VRDO TAX-FREE ETF

Ticker PVI
Sector ETFs
Industry ETFs

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