Triumph Capital Management Simplify Exch.Trad Fds Simplif Transaction History
Triumph Capital Management
- $325 Million
- Q3 2025
A detailed history of Triumph Capital Management transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Triumph Capital Management holds 9,462 shares of CDX stock, worth $214,314. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,462
Previous 9,462
-0.0%
Holding current value
$214,314
Previous $216,000
-0.0%
% of portfolio
0.07%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
71Shares Held
9.53MCall 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, OH719KShares$16.3 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA647KShares$14.7 Million1.86% of portfolio