Trek Financial, LLC RFIX Holdings History
Trek Financial, LLC's Simplify Bond Bull ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 233,253.00 shares of Simplify Bond Bull ETF(RFIX), totaling $12.48 Mil. This investment constitutes 0.9% of their stock portfolio, and Trek Financial, LLC now holds 8.13% of the outstanding Simplify Bond Bull ETF(RFIX) stock.
The initial trade took place in 2025Q1. And since then Trek Financial, LLC has made 1 purchases of RFIX, at an average price of $52.19, for a total of 233,253.00 shares. Based on historical transaction data and RFIX's current price of $44.59, Trek Financial, LLC's estimated gain on his RFIX holdings is $-1.77 Mil, reflecting a -14.56% gain to date.
Trek Financial, LLC RFIX ($44.59) Holding Chart
Trek Financial, LLC RFIX ($44.59) 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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