Silver Oak Securities, Inc Simplify Exch.Trad Fds Simplif Transaction History
Silver Oak Securities, Inc
- $1.33 Billion
- Q4 2025
A detailed history of Silver Oak Securities, Inc transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Silver Oak Securities, Inc holds 57,262 shares of CDX stock, worth $1.3 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
57,262
Previous 58,194
1.6%
Holding current value
$1.3 Million
Previous $1.33 Million
2.78%
% of portfolio
0.1%
Previous 0.11%
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