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

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

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 1,010 shares of PFIX stock, worth $55,146. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,010
Previous 1,083 6.74%
Holding current value
$55,146
Previous $56,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$44.43 - $57.11 $3,243 - $4,169
-73 Reduced 6.74%
1,010 $48,000
Q4 2024

Feb 06, 2025
SELL
$39.93 - $52.66 $7,307 - $9,636
-183 Reduced 14.45%
1,083 $56,000
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
51
Shares Held
1.28M
Call Options Held
1.8K
Put Options Held
1K
View Full List

About SIMPLIFY ETF SIMPLIFY INT RATE

PFIX Quotes by TradingView
  • Ticker PFIX
  • Sector ETFs
  • Industry ETFs
More about PFIX
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