Creative One Wealth, LLC Simplify Exch.Trad Fds Simplif Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Creative One Wealth, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Creative One Wealth, LLC holds 32,926 shares of CDX stock, worth $745,773. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,926
Previous 16,465
99.98%
Holding current value
$745,773
Previous $383,000
96.87%
% of portfolio
0.02%
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