Centennial Wealth Advisory LLC Simplify Exch.Trad Fds Simplif Transaction History
Centennial Wealth Advisory LLC
- $261 Million
- Q1 2025
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 53,352 shares of CDX stock, worth $1.23 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
53,352
Previous 43,356
23.06%
Holding current value
$1.23 Million
Previous $945,000
29.42%
% of portfolio
0.47%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding CDX
# of Institutions
27Shares Held
4.43MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$30 Million1.21% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH613KShares$14.2 Million4.05% of portfolio
-
Ae Wealth Management LLC559KShares$12.9 Million0.12% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS511KShares$11.8 Million0.14% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$7.89 Million0.01% of portfolio