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 $1.87 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
80,421
Previous 53,352
50.74%
Holding current value
$1.87 Million
Previous $1.22 Million
53.31%
% of portfolio
0.65%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding CDX
# of Institutions
47Shares Held
7.84MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$67.3 Million0.34% of portfolio
-
Ae Wealth Management LLC863KShares$20 Million0.17% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH613KShares$14.2 Million4.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC422KShares$9.79 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC369KShares$8.57 Million0.01% of portfolio