Adapt Wealth Advisors, LLC Simplify Exch.Trad Fds Simplif Transaction History
Adapt Wealth Advisors, LLC
- $271 Billion
- Q3 2025
A detailed history of Adapt Wealth Advisors, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 123,857 shares of CDX stock, worth $2.81 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
123,857Holding current value
$2.81 Million% of portfolio
1.05%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
71Shares Held
9.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
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Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
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Lpl Financial LLC Fort Mill, SC796KShares$18 Million0.01% of portfolio
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Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio