Avantax Advisory Services, Inc. Simplify Exch.Trad Fds Simplif Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 42,760 shares of CDX stock, worth $971,507. This represents 0.01% of its overall portfolio holdings.

Number of Shares

42,760

Previous 41,902 2.05%

Holding current value

$971,507

Previous $961,000 3.75%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$21.77 - $24.89 $18,678 - $21,355	858 Added 2.05%	42,760 $997,000
Q1 2025 May 06, 2025	BUY	$21.93 - $23.2 $86,579 - $91,593	3,948 Added 10.4%	41,902 $961,000
Q4 2024 Feb 07, 2025	SELL	$21.81 - $23.88 $32,017 - $35,055	-1,468 Reduced 3.72%	37,954 $827,000
Q3 2024 Nov 13, 2024	SELL	$23.04 - $23.97 $65,502 - $68,146	-2,843 Reduced 6.73%	39,422 $935,000
Q2 2024 Aug 09, 2024	SELL	$22.63 - $23.38 $18,624 - $19,241	-823 Reduced 1.91%	42,265 $970,000
Q1 2024 May 08, 2024	BUY	$22.63 - $23.34 $162,936 - $168,048	7,200 Added 20.06%	43,088 $987,000
Q4 2023 Feb 07, 2024	BUY	$21.44 - $22.94 $278,162 - $297,623	12,974 Added 56.62%	35,888 $818,000
Q3 2023 Nov 07, 2023	BUY	$21.32 - $22.06 $488,526 - $505,482	22,914 New	22,914 $494,000

Others Institutions Holding CDX

# of Institutions

Shares Held

8.68M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Simplify Exch.Trad Fds Simplif Transaction History