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

Summit Financial, LLC

$2.83 Billion
Q4 2024

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 17,556 shares of CDX stock, worth $396,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,556

Holding current value

$396,238

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

3.28M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

1.3M
Shares

$29.3 Million
1.61% of portfolio
Ae Wealth Management LLC

510K
Shares

$11.5 Million
0.11% of portfolio
Park Edge Advisors, LLC Cleveland, OH

409K
Shares

$9.23 Million
2.92% of portfolio
Truist Financial Corp

239K
Shares

$5.4 Million
0.01% of portfolio
Flagship Harbor Advisors, LLC

184K
Shares

$4.15 Million
0.22% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
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Summit Financial, LLC Simplify Exch.Trad Fds Simplif Transaction History