Avantax Advisory Services, Inc. Simplify Exch.Trad Fds Simplif Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 42,265 shares of CDX stock, worth $983,506. This represents 0.01% of its overall portfolio holdings.
Number of Shares
42,265
Previous 43,088
1.91%
Holding current value
$983,506
Previous $987,000
1.72%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.83 Million3.23% of portfolio
-
Truist Financial Corp179KShares$4.17 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.95 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC126KShares$2.93 Million0.17% of portfolio