Napa Wealth Management Simplify Exch.Trad Fds Simplif Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025

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 21,945 shares of CDX stock, worth $509,562. This represents 0.24% of its overall portfolio holdings.

Number of Shares
21,945
Previous 23,180 5.33%
Holding current value
$509,562
Previous $532 Million 3.76%
% of portfolio
0.24%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$21.77 - $24.89 $26,885 - $30,739
-1,235 Reduced 5.33%
21,945 $512 Million
Q1 2025

May 14, 2025
SELL
$21.93 - $23.2 $61,996 - $65,586
-2,827 Reduced 10.87%
23,180 $532 Million
Q4 2024

Feb 14, 2025
BUY
$21.81 - $23.88 $169,747 - $185,858
7,783 Added 42.71%
26,007 $567 Million
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
47
Shares Held
7.84M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
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