Wcg Wealth Advisors LLC Simplify Exch.Trad Fds Simplif Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 41,112 shares of CDX stock, worth $931,186. This represents 0.06% of its overall portfolio holdings.

Number of Shares

41,112

Holding current value

$931,186

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$22.78 - $23.33 $936,531 - $959,142	41,112 New	41,112 $941,000

Others Institutions Holding CDX

# of Institutions

Shares Held

9.4M

Call Options Held

Put Options Held

Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Altiora Financial Group, LLC Lebanon, OH

1.01M
Shares

$22.8 Million
4.21% of portfolio
Lpl Financial LLC Fort Mill, SC

796K
Shares

$18 Million
0.01% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.7 Million
1.5% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Simplify Exch.Trad Fds Simplif Transaction History