Kestra Private Wealth Services, LLC Simplify Exch.Trad Fds Simplif Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 36,154 shares of CDX stock, worth $818,888. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,154
Previous 35,359 2.25%
Holding current value
$818,888
Previous $824,000 0.49%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.78 - $23.33 $18,110 - $18,547
795 Added 2.25%
36,154 $828,000
Q2 2025

Aug 07, 2025
BUY
$21.77 - $24.89 $769,765 - $880,085
35,359 New
35,359 $824,000

Others Institutions Holding CDX

# of Institutions
71
Shares Held
9.4M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
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