Orion Portfolio Solutions, LLC Simplify Exch.Trad Fds Simplif Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 23,344 shares of CDX stock, worth $526,407. This represents 0.01% of its overall portfolio holdings.
Number of Shares
23,344
Previous 37,699
38.08%
Holding current value
$526,407
Previous $894,000
43.06%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CDX
# of Institutions
24Shares Held
3.3MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$29.3 Million1.61% of portfolio
-
Ae Wealth Management LLC510KShares$11.5 Million0.11% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH409KShares$9.22 Million2.92% of portfolio
-
Truist Financial Corp239KShares$5.39 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC184KShares$4.14 Million0.22% of portfolio