Ae Wealth Management LLC Simplify Exch.Trad Fds Simplif Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Ae Wealth Management LLC holds 479,654 shares of CDX stock, worth $11.2 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
479,654
Previous 17,497
2641.35%
Holding current value
$11.2 Million
Previous $401,000
2739.4%
% of portfolio
0.12%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
21Shares Held
3.11MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$32.1 Million1.74% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.88 Million3.23% of portfolio
-
Truist Financial Corp204KShares$4.76 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.96 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC126KShares$2.94 Million0.17% of portfolio