Commonwealth Equity Services, LLC Simplify Exch.Trad Fds Simplif Transaction History
Commonwealth Equity Services, LLC
- $70.7 Billion
- Q1 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 178,902 shares of CDX stock, worth $4.16 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
178,902
Previous 175,977
1.66%
Holding current value
$4.16 Million
Previous $3.84 Million
6.93%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding CDX
# of Institutions
26Shares Held
3.9MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$30.2 Million1.21% of portfolio
-
Ae Wealth Management LLC559KShares$13 Million0.12% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS511KShares$11.9 Million0.14% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH428KShares$9.95 Million3.0% of portfolio
-
Flagship Harbor Advisors, LLC219KShares$5.11 Million0.28% of portfolio