Kingsview Wealth Management, LLC Simplify Exch.Trad Fds Simplif Transaction History
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 60,751 shares of CDX stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
60,751
Previous 23,780
155.47%
Holding current value
$1.38 Million
Previous $554,000
151.08%
% 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