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 $20.1 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
862,680
Previous 559,274
54.25%
Holding current value
$20.1 Million
Previous $12.8 Million
56.81%
% of portfolio
0.17%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding CDX
# of Institutions
37Shares Held
6.68MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$67.7 Million0.34% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH613KShares$14.3 Million4.05% of portfolio
-
Commonwealth Equity Services, LLC369KShares$8.61 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$7.97 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS278KShares$6.48 Million0.09% of portfolio