Ae Wealth Management LLC Simplify Exch.Trad Fds Simplif Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

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 862,680 shares of CDX stock, worth $20 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
862,680
Previous 559,274 54.25%
Holding current value
$20 Million
Previous $12.8 Million 56.81%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Aug 06, 2025
BUY
$21.77 - $24.89 $6.61 Million - $7.55 Million
303,406 Added 54.25%
862,680 $20.1 Million
Q1 2025

May 06, 2025
BUY
$21.93 - $23.2 $1.08 Million - $1.14 Million
49,214 Added 9.65%
559,274 $12.8 Million
Q4 2024

Feb 13, 2025
BUY
$21.81 - $23.88 $663,154 - $726,095
30,406 Added 6.34%
510,060 $11.1 Million
Q3 2024

Nov 14, 2024
BUY
$23.04 - $23.97 $10.6 Million - $11.1 Million
462,157 Added 2641.35%
479,654 $11.4 Million
Q2 2024

Aug 12, 2024
BUY
$22.63 - $23.38 $395,957 - $409,079
17,497 New
17,497 $401,000

Others Institutions Holding CDX

# of Institutions
48
Shares Held
7.87M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email