Heck Capital Advisors, LLC Simplify Exch.Trad Fds Simplif Transaction History
Heck Capital Advisors, LLC
- $1.29 Trillion
- Q3 2025
A detailed history of Heck Capital Advisors, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 11,945 shares of CDX stock, worth $270,554. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,945
Previous 9,561
24.93%
Holding current value
$270,554
Previous $223 Million
22.74%
% of portfolio
0.02%
Previous 0.02%
Shares
6 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