Urban Wealth Management, LLC Simplify ETF Simplify Int Rate Transaction History
Urban Wealth Management, LLC
- $102 Million
- Q4 2025
A detailed history of Urban Wealth Management, LLC transactions in Simplify ETF Simplify Int Rate stock. As of the latest transaction made, Urban Wealth Management, LLC holds 22,839 shares of PFIX stock, worth $1.11 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
22,839Holding current value
$1.11 Million% of portfolio
1.08%Shares
1 transactions
Others Institutions Holding PFIX
# of Institutions
57Shares Held
1.25MCall Options Held
0Put Options Held
0-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL192KShares$9.28 Million3.16% of portfolio
-
Jane Street Group, LLC New York, NY132KShares$6.4 Million0.0% of portfolio
-
Drum Hill Capital, LLC Westport, CT114KShares$5.52 Million5.68% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA93.1KShares$4.51 Million2.8% of portfolio
-
January Capital Advisors LLC88.5KShares$4.29 Million4.44% of portfolio