Drive Wealth Management, LLC Simplify Exch.Trad Fds Simplif Transaction History
Drive Wealth Management, LLC
- $436 Million
- Q3 2025
A detailed history of Drive Wealth Management, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Drive Wealth Management, LLC holds 134,300 shares of CDX stock, worth $3.04 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
134,300Holding current value
$3.04 Million% of portfolio
0.71%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
71Shares Held
9.2MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
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Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
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Lpl Financial LLC Fort Mill, SC796KShares$18 Million0.01% of portfolio
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Park Edge Advisors, LLC Cleveland, OH753KShares$17.1 Million4.24% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA647KShares$14.7 Million1.86% of portfolio