Belpointe Asset Management LLC Simplify Exch.Trad Fds Simplif Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
A detailed history of Belpointe Asset Management LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Belpointe Asset Management LLC holds 9,575 shares of CDX stock, worth $217,161. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,575Holding current value
$217,161% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
50Shares Held
8.64MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$65.8 Million0.34% of portfolio
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Ae Wealth Management LLC863KShares$19.6 Million0.17% of portfolio
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Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio
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Lpl Financial LLC Fort Mill, SC422KShares$9.56 Million0.0% of portfolio