Purchases and Sales Made in Q4 2024 in Simplify Exch.Trad Fds Simplif (CDX)
This table provides information about the institutional ownership of Simplify Exch.Trad Fds Simplif (CDX) during Q4 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH.TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.7K+ 45.84% |
$1.26M - $1.38M
|
184K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
39.1K+ 61.34% |
$852K - $933K
|
103K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 17.52% |
$778K - $852K
|
239K
$5.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
32.3KNew |
$704K - $771K
|
32.3K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.33K- 10.95% |
$116K - $127K
|
43.4K
$967K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.7K- 3.25% |
$299K - $328K
|
409K
$9.12M
|