Worth Asset Management, LLC Simplify Exch.Trad Fds Simplif Transaction History
Worth Asset Management, LLC
- $212 Million
- Q4 2025
A detailed history of Worth Asset Management, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Worth Asset Management, LLC holds 46,324 shares of CDX stock, worth $1.05 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
46,324
Previous 19,610
136.23%
Holding current value
$1.05 Million
Previous $449,000
133.63%
% of portfolio
0.5%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
72Shares Held
9.17MCall 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