Stratos Wealth Advisors, LLC Simplify ETF Simplify Int Rate Transaction History

Stratos Wealth Advisors, LLC

  • $2.03 Billion
  • Q4 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 18,586 shares of PFIX stock, worth $837,113. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,586
Previous 17,364 7.04%
Holding current value
$837,113
Previous $714,000 36.13%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 27, 2025
BUY
$39.93 - $52.66 $48,794 - $64,350
1,222 Added 7.04%
18,586 $972,000
Q3 2024

Oct 17, 2024
BUY
$37.46 - $50.95 $13,260 - $18,036
354 Added 2.08%
17,364 $714,000
Q2 2024

Jul 24, 2024
BUY
$43.88 - $55.3 $9,653 - $12,166
220 Added 1.31%
17,010 $813,000
Q1 2024

Apr 16, 2024
BUY
$40.44 - $50.66 $161,840 - $202,741
4,002 Added 31.29%
16,790 $752,000
Q4 2023

Jan 24, 2024
SELL
$38.75 - $111.45 $130,936 - $376,589
-3,379 Reduced 20.9%
12,788 $511,000
Q3 2023

Oct 24, 2023
BUY
$61.79 - $95.51 $124,692 - $192,739
2,018 Added 14.26%
16,167 $1.54 Million
Q2 2023

Jul 18, 2023
BUY
$59.72 - $68.73 $77,576 - $89,280
1,299 Added 10.11%
14,149 $888,000
Q1 2023

Apr 27, 2023
BUY
$58.65 - $69.86 $14,838 - $17,674
253 Added 2.01%
12,850 $783,000
Q4 2022

Jan 19, 2023
SELL
$60.7 - $87.08 $363,228 - $521,086
-5,984 Reduced 32.2%
12,597 $0
Q3 2022

Oct 24, 2022
SELL
$47.98 - $68.19 $215,142 - $305,763
-4,484 Reduced 19.44%
18,581 $1.27 Million
Q2 2022

Jul 22, 2022
BUY
$47.81 - $64.48 $1.1 Million - $1.49 Million
23,065 New
23,065 $1.3 Million

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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