Holcombe Financial, Inc. PFIX Holdings History
Holcombe Financial, Inc.'s Simplify Interest Rate Hedge ETF Holding Summary
As of 2025-06-30, Holcombe Financial, Inc. held 83,964.00 shares of Simplify Interest Rate Hedge ETF(PFIX), totaling $4.44 Mil. This investment constitutes 3.34% of their stock portfolio, and Holcombe Financial, Inc. now holds 2.87% of the outstanding Simplify Interest Rate Hedge ETF(PFIX) stock.
The initial trade took place in 2024Q4. And since then Holcombe Financial, Inc. has made 1 purchases of PFIX, at an average price of $52.40, for a total of 84,423.00 shares. In addition, there have been 1 sales at an average price of $50.90 for 459.00 shares. Based on historical transaction data and PFIX's current price of $60.36, Holcombe Financial, Inc.'s estimated gain on his PFIX holdings is $667,665.93, reflecting a 15.09% gain to date.
Holcombe Financial, Inc. PFIX ($60.36) Holding Chart
Holcombe Financial, Inc. PFIX ($60.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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