Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.19 Mil
% of Total Estimate Gain
-48.69%

Retirement Group, LLC's Simplify Interest Rate Hedge ETF Holding Summary

As of 2024-03-31, Retirement Group, LLC held - shares of Simplify Interest Rate Hedge ETF(PFIX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding Simplify Interest Rate Hedge ETF(PFIX) stock.

The initial trade took place in 2023Q4. And since then Retirement Group, LLC has made 1 purchases of PFIX, at an average price of $90.02, for a total of 27,089.00 shares. In addition, there have been 1 sales at an average price of $46.19 for 27,089.00 shares. Based on historical transaction data and PFIX's current price of $56.80, Retirement Group, LLC's estimated gain on his PFIX holdings is $-1.19 Mil, reflecting a -48.69% gain to date.

Retirement Group, LLC PFIX ($56.80) Holding Chart

Retirement Group, LLC PFIX ($56.80) 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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