Ownership history in CHOREO, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which CHOREO, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (PFIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 13,053 | +3,634 | +38.6% | 0.01% | $629K | $45.29 |
| 2025 Q1 | REDUCED | 9,419 | -3,459 | -26.9% | 0.01% | $456K | $44.18 |
| 2024 Q4 | INITIATED | 12,878 | — | — | 0.01% | $673K | $47.39 |
As of 2025 Q4 — sorted by position size