Belpointe Asset Management LLC Simplify ETF Simplify Int Rate Transaction History

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Belpointe Asset Management LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Belpointe Asset Management LLC holds 6,470 shares of PFIX stock, worth $294,643. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,470
Holding current value
$294,643
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$39.93 - $52.66 $258,347 - $340,710
6,470 New
6,470 $338,000
Q2 2024

Aug 02, 2024
BUY
$43.88 - $55.3 $252,748 - $318,528
5,760 New
5,760 $275,000
Q2 2023

Aug 14, 2023
BUY
$59.72 - $68.73 $429,864 - $494,718
7,198 Added 421.18%
8,907 $559,000
Q1 2023

May 15, 2023
SELL
$58.65 - $69.86 $292,135 - $347,972
-4,981 Reduced 74.45%
1,709 $104,000
Q4 2022

Feb 08, 2023
BUY
$60.7 - $87.08 $406,083 - $582,565
6,690 New
6,690 $479,000

Others Institutions Holding PFIX

# of Institutions
54
Shares Held
1.5M
Call Options Held
0
Put Options Held
0
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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