Insight Wealth Strategies, LLC Simplify Exch.Trad Fds Simplif Transaction History

Insight Wealth Strategies, LLC

  • $790 Million
  • Q4 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 647,232 shares of CDX stock, worth $14.7 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
647,232
Previous 514,852 25.71%
Holding current value
$14.7 Million
Previous $11.8 Million 24.28%
% of portfolio
1.86%
Previous 1.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 02, 2026
BUY
$22.61 - $22.94 $2.99 Million - $3.04 Million
132,380 Added 25.71%
647,232 $14.7 Million
Q3 2025

Oct 06, 2025
BUY
$22.78 - $23.33 $11.7 Million - $12 Million
514,852 New
514,852 $11.8 Million

Others Institutions Holding CDX

# of Institutions
71
Shares Held
9.53M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email