Centennial Wealth Advisory LLC Simplify Exch.Trad Fds Simplif Transaction History
Centennial Wealth Advisory LLC
- $288 Million
- Q2 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 80,421 shares of CDX stock, worth $1.86 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
80,421
Previous 53,352
50.74%
Holding current value
$1.86 Million
Previous $1.22 Million
53.31%
% of portfolio
0.65%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding CDX
# of Institutions
29Shares Held
4.5MCall 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