Steward Partners Investment Advisory, LLC Simplify ETF Simplify Int Rate Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,266 shares of PFIX stock, worth $64,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,266

Previous 1,305 2.99%

Holding current value

$64,692

Previous $62,000 16.13%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$37.46 - $50.95 $1,460 - $1,987	-39 Reduced 2.99%	1,266 $52,000
Q2 2024 Aug 08, 2024	SELL	$43.88 - $55.3 $702 - $884	-16 Reduced 1.21%	1,305 $62,000
Q1 2024 May 15, 2024	BUY	$40.44 - $50.66 $15,812 - $19,808	391 Added 42.04%	1,321 $59,000
Q4 2023 Feb 12, 2024	BUY	$38.75 - $111.45 $34,448 - $99,079	889 Added 2168.29%	930 $37,000
Q3 2023 Nov 13, 2023	SELL	$61.79 - $95.51 $2,224 - $3,438	-36 Reduced 46.75%	41 $3,000
Q2 2023 Aug 14, 2023	BUY	$59.72 - $68.73 $3,702 - $4,261	62 Added 413.33%	77 $4,000
Q4 2022 Feb 15, 2023	SELL	$60.7 - $87.08 $789 - $1,132	-13 Reduced 46.43%	15 $1,000
Q3 2021 Nov 12, 2021	BUY	$38.53 - $41.42 $1,078 - $1,159	28 New	28 $1,000

Others Institutions Holding PFIX

# of Institutions

Shares Held

1.21M

Call Options Held

Put Options Held

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About SIMPLIFY ETF SIMPLIFY INT RATE

Ticker PFIX
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Steward Partners Investment Advisory, LLC Simplify ETF Simplify Int Rate Transaction History