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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$22.63 - $23.38 $18,624 - $19,241
-823 Reduced 1.91%
42,265 $970,000
Q1 2024

May 08, 2024

BUY
$22.63 - $23.34 $162,936 - $168,048
7,200 Added 20.06%
43,088 $987,000
Q4 2023

Feb 07, 2024

BUY
$21.44 - $22.94 $278,162 - $297,623
12,974 Added 56.62%
35,888 $818,000
Q3 2023

Nov 07, 2023

BUY
$21.32 - $22.06 $488,526 - $505,482
22,914 New
22,914 $494,000

Others Institutions Holding CDX

About SIMPLIFY EXCH.TRAD FDS SIMPLIF


  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
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