Belpointe Asset Management LLC Simplify Exch.Trad Fds Simplif Transaction History
Belpointe Asset Management LLC
- $2.32 Billion
- Q3 2025
A detailed history of Belpointe Asset Management LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Belpointe Asset Management LLC holds 10,465 shares of CDX stock, worth $237,032. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,465
Previous 9,575
9.3%
Holding current value
$237,032
Previous $223,000
7.17%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
71Shares Held
9.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
-
Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC796KShares$18 Million0.01% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio