Ae Wealth Management LLC Simplify Exch.Trad Fds Simplif Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Ae Wealth Management LLC holds 17,497 shares of CDX stock, worth $407,155. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,497Holding current value
$407,155% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
21Shares Held
5.27MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY4.05MShares$94.2 Million6.88% of portfolio
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Park Edge Advisors, LLC Cleveland, OH423KShares$9.83 Million3.23% of portfolio
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Truist Financial Corp179KShares$4.17 Million0.01% of portfolio
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Commonwealth Equity Services, LLC170KShares$3.95 Million0.01% of portfolio
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Flagship Harbor Advisors, LLC126KShares$2.93 Million0.17% of portfolio