Simpli Fi, Inc. Invesco Vrdo Tax Free ETF Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Invesco Vrdo Tax Free ETF stock. As of the latest transaction made, Simpli Fi, Inc. holds 28,733 shares of PVI stock, worth $712,578. This represents 0.33% of its overall portfolio holdings.

Number of Shares

28,733

Previous 28,733 -0.0%

Holding current value

$712,578

Previous $714,000 0.7%

% of portfolio

0.33%

Previous 0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	BUY	$24.75 - $24.87 $711,141 - $714,589	28,733 New	28,733 $712,000

Others Institutions Holding PVI

# of Institutions

Shares Held

777K

Call Options Held

Put Options Held

Ubs Group Ag

234K
Shares

$5.81 Million
0.0% of portfolio
Atria Investments LLC Charlotte, NC

109K
Shares

$2.7 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

67.7K
Shares

$1.68 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

60.1K
Shares

$1.49 Million
0.0% of portfolio
Morgan Stanley New York, NY

46.6K
Shares

$1.15 Million
0.0% of portfolio

View Full List

About INVESCO VRDO TAX-FREE ETF

Ticker PVI
Sector ETFs
Industry ETFs

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