Thomas J. Herzfeld Advisors, Inc. Simplify ETF Simplify Int Rate Transaction History

Thomas J. Herzfeld Advisors, Inc.

  • $294 Billion
  • Q1 2025

A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 51,764 shares of PFIX stock, worth $3 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
51,764
Previous 53,202 2.7%
Holding current value
$3 Million
Previous $2.78 Billion 9.92%
% of portfolio
0.85%
Previous 0.89%

Shares

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

May 14, 2025
SELL
$44.43 - $57.11 $63,890 - $82,124
-1,438 Reduced 2.7%
51,764 $2.51 Billion
Q4 2024

Feb 12, 2025
BUY
$39.93 - $52.66 $2.12 Million - $2.8 Million
53,202 New
53,202 $2.78 Billion

Others Institutions Holding PFIX

# of Institutions
50
Shares Held
1.23M
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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