Envestnet Asset Management Inc Simplify ETF Simplify Int Rate Transaction History

Envestnet Asset Management Inc

$281 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$38.75 - $111.45 $587,605 - $1.69 Million	-15,164 Reduced 68.06%	7,117 $284,000
Q3 2023 Nov 13, 2023	SELL	$61.79 - $95.51 $1.88 Million - $2.91 Million	-30,432 Reduced 57.73%	22,281 $2.13 Million
Q2 2023 Aug 04, 2023	BUY	$59.72 - $68.73 $73,634 - $84,744	1,233 Added 2.4%	52,713 $3.31 Million
Q1 2023 May 11, 2023	BUY	$58.65 - $69.86 $2.34 Million - $2.79 Million	39,932 Added 345.79%	51,480 $3.14 Million
Q4 2022 Feb 07, 2023	SELL	$60.7 - $87.08 $250,326 - $359,117	-4,124 Reduced 26.31%	11,548 $826,000
Q3 2022 Nov 10, 2022	SELL	$47.98 - $68.19 $5.41 Million - $7.69 Million	-112,708 Reduced 87.79%	15,672 $1.07 Million
Q2 2022 Aug 03, 2022	BUY	$47.81 - $64.48 $6.14 Million - $8.28 Million	128,380 New	128,380 $7.25 Million

Others Institutions Holding PFIX

# of Institutions

51

Shares Held

1.14M

Call Options Held

2K

Put Options Held

9.9K

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