Centennial Wealth Advisory LLC Simplify Exch.Trad Fds Simplif Transaction History
Centennial Wealth Advisory LLC
- $322 Million
- Q3 2025
A detailed history of Centennial Wealth Advisory LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 83,830 shares of CDX stock, worth $1.9 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
83,830
Previous 80,421
4.24%
Holding current value
$1.9 Million
Previous $1.88 Million
2.4%
% of portfolio
0.6%
Previous 0.65%
Shares
5 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