Napa Wealth Management Simplify Exch.Trad Fds Simplif Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

A detailed history of Napa Wealth Management transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Napa Wealth Management holds 18,224 shares of CDX stock, worth $400,381. This represents 0.2% of its overall portfolio holdings.

Number of Shares

18,224

Holding current value

$400,381

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$23.04 - $23.97 $419,880 - $436,829	18,224 New	18,224 $433 Million

Others Institutions Holding CDX

# of Institutions

Shares Held

3.1M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

1.37M
Shares

$30.2 Million
1.74% of portfolio
Ae Wealth Management LLC

480K
Shares

$10.5 Million
0.12% of portfolio
Park Edge Advisors, LLC Cleveland, OH

423K
Shares

$9.29 Million
3.23% of portfolio
Truist Financial Corp

204K
Shares

$4.47 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

170K
Shares

$3.72 Million
0.01% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

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Napa Wealth Management Simplify Exch.Trad Fds Simplif Transaction History