Larson Financial Group LLC Simplify Exch.Trad Fds Simplif Transaction History

Larson Financial Group LLC

$2.7 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	SELL	$22.78 - $23.33 $12,027 - $12,318	-528 Closed	0 $0
Q2 2025 Aug 08, 2025	BUY	$21.77 - $24.89 $11,494 - $13,141	528 New	528 $12,000

Others Institutions Holding CDX

# of Institutions

71

Shares Held

9.4M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Altiora Financial Group, LLC Lebanon, OH

1.01M
Shares

$22.8 Million
4.21% of portfolio
Lpl Financial LLC Fort Mill, SC

796K
Shares

$18 Million
0.01% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.7 Million
1.5% of portfolio

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