Belpointe Asset Management LLC Simplify Exch.Trad Fds Simplif Transaction History

Belpointe Asset Management LLC

  • $2.32 Billion
  • Q3 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 10,465 shares of CDX stock, worth $237,032. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,465
Previous 9,575 9.3%
Holding current value
$237,032
Previous $223,000 7.17%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$22.78 - $23.33 $20,274 - $20,763
890 Added 9.3%
10,465 $239,000
Q2 2025

Jul 22, 2025
BUY
$21.77 - $24.89 $208,447 - $238,321
9,575 New
9,575 $223,000

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset 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 Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email