Centennial Wealth Advisory LLC Simplify Exch.Trad Fds Simplif Transaction History
Centennial Wealth Advisory LLC
- $250 Million
- Q4 2024
A detailed history of Centennial Wealth Advisory LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 43,356 shares of CDX stock, worth $966,838. This represents 0.38% of its overall portfolio holdings.
Number of Shares
43,356
Previous 48,685
10.95%
Holding current value
$966,838
Previous $1.16 Million
18.18%
% of portfolio
0.38%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
20Shares Held
3.25MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$30.7 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$10.7 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH409KShares$9.12 Million2.92% of portfolio
-
Truist Financial Corp239KShares$5.33 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC184KShares$4.1 Million0.22% of portfolio