Farther Finance Advisors, LLC Simplify Exch.Trad Fds Simplif Transaction History

Farther Finance Advisors, LLC

$9.33 Trillion
Q4 2025

A detailed history of Farther Finance Advisors, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 21 shares of CDX stock, worth $475. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$475

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$22.61 - $22.94 $474 - $481	21 New	21 $468,000

Others Institutions Holding CDX

# of Institutions

Shares Held

9.19M

Call Options Held

Put Options Held

Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Altiora Financial Group, LLC Lebanon, OH

1.01M
Shares

$22.8 Million
4.21% of portfolio
Lpl Financial LLC Fort Mill, SC

796K
Shares

$18 Million
0.01% of portfolio
Park Edge Advisors, LLC Cleveland, OH

753K
Shares

$17.1 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

647K
Shares

$14.7 Million
1.86% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
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Farther Finance Advisors, LLC Simplify Exch.Trad Fds Simplif Transaction History