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

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

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 1,216,909 shares of CDX stock, worth $27.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,216,909

Previous 1,042,223 16.76%

Holding current value

$27.6 Million

Previous $23.9 Million 15.43%

% of portfolio

0.19%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$22.61 - $22.94 $3.95 Million - $4.01 Million	174,686 Added 16.76%	1,216,909 $27.6 Million
Q3 2025 Nov 03, 2025	BUY	$22.78 - $23.33 $4.09 Million - $4.19 Million	179,543 Added 20.81%	1,042,223 $23.9 Million
Q2 2025 Aug 06, 2025	BUY	$21.77 - $24.89 $6.61 Million - $7.55 Million	303,406 Added 54.25%	862,680 $20.1 Million
Q1 2025 May 06, 2025	BUY	$21.93 - $23.2 $1.08 Million - $1.14 Million	49,214 Added 9.65%	559,274 $12.8 Million
Q4 2024 Feb 13, 2025	BUY	$21.81 - $23.88 $663,154 - $726,095	30,406 Added 6.34%	510,060 $11.1 Million

Q3 2024 Nov 14, 2024	BUY	$23.04 - $23.97 $10.6 Million - $11.1 Million	462,157 Added 2641.35%	479,654 $11.4 Million
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

9.39M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

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