Commonwealth Equity Services, LLC Simplify Exch.Trad Fds Simplif Transaction History
Commonwealth Equity Services, LLC
- $77.2 Billion
- Q3 2025
A detailed history of Commonwealth Equity Services, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 373,713 shares of CDX stock, worth $8.46 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
373,713
Previous 368,894
1.31%
Holding current value
$8.46 Million
Previous $8.6 Million
0.48%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding CDX
# of Institutions
71Shares Held
9.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
-
Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC796KShares$18 Million0.01% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio