Summit Financial, LLC Simplify Exch.Trad Fds Simplif Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Summit Financial, LLC holds 125,950 shares of CDX stock, worth $2.85 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
125,950
Previous 116,379 8.22%
Holding current value
$2.85 Million
Previous $2.71 Million 6.34%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.78 - $23.33 $218,027 - $223,291
9,571 Added 8.22%
125,950 $2.89 Million
Q2 2025

Aug 13, 2025
SELL
$21.77 - $24.89 $650,269 - $743,464
-29,870 Reduced 20.42%
116,379 $2.71 Million
Q1 2025

May 14, 2025
BUY
$21.93 - $23.2 $2.82 Million - $2.99 Million
128,693 Added 733.04%
146,249 $3.35 Million
Q4 2024

Feb 12, 2025
BUY
$21.81 - $23.88 $382,896 - $419,237
17,556 New
17,556 $382,000

Others Institutions Holding CDX

# of Institutions
71
Shares Held
9.4M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
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