River Tree Advisors, LLC Simplify Exch.Trad Fds Simplif Transaction History
River Tree Advisors, LLC
- $120 Million
- Q4 2025
A detailed history of River Tree Advisors, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, River Tree Advisors, LLC holds 129,536 shares of CDX stock, worth $2.93 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
129,536
Previous 173,979
25.55%
Holding current value
$2.93 Million
Previous $3.99 Million
26.4%
% of portfolio
2.45%
Previous 3.31%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
73Shares Held
9.19MCall 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, OH753KShares$17.1 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA647KShares$14.7 Million1.86% of portfolio