Avantax Advisory Services, Inc. Simplify Exch.Trad Fds Simplif Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 43,088 shares of CDX stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
43,088
Previous 35,888
20.06%
Holding current value
$1 Million
Previous $818,000
20.66%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CDX
# of Institutions
12Shares Held
738KCall Options Held
0Put Options Held
0-
Park Edge Advisors, LLC Cleveland, OH334KShares$7.76 Million2.29% of portfolio
-
Commonwealth Equity Services, LLC162KShares$3.77 Million0.01% of portfolio
-
Simplify Asset Management Inc. New York, NY150KShares$3.48 Million0.22% of portfolio
-
Truist Financial Corp16KShares$372,8370.0% of portfolio
-
Steward Partners Investment Advisory, LLC13.7KShares$319,2690.0% of portfolio