Commonwealth Equity Services, LLC Simplify Exch.Trad Fds Simplif Transaction History
Commonwealth Equity Services, LLC
- $66 Billion
- Q3 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 169,548 shares of CDX stock, worth $3.72 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
169,548
Previous 166,715
1.7%
Holding current value
$3.72 Million
Previous $3.83 Million
5.12%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding CDX
# of Institutions
20Shares Held
3.1MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$30.2 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$10.5 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.29 Million3.23% of portfolio
-
Truist Financial Corp204KShares$4.47 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC126KShares$2.77 Million0.17% of portfolio