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

17,497

Holding current value

$407,155

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$22.63 - $23.38 $395,957 - $409,079	17,497 New	17,497 $401,000

Others Institutions Holding CDX

# of Institutions

Shares Held

5.27M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

4.05M
Shares

$94.2 Million
6.88% of portfolio
Park Edge Advisors, LLC Cleveland, OH

423K
Shares

$9.83 Million
3.23% of portfolio
Truist Financial Corp

179K
Shares

$4.17 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

170K
Shares

$3.95 Million
0.01% of portfolio
Flagship Harbor Advisors, LLC

126K
Shares

$2.93 Million
0.17% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

More about CDX

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Ae Wealth Management LLC Simplify Exch.Trad Fds Simplif Transaction History