Commonwealth Equity Services, LLC Simplify Exch.Trad Fds Simplif Transaction History
Commonwealth Equity Services, LLC
- $68.4 Billion
- Q4 2024
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 175,977 shares of CDX stock, worth $4.03 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
175,977
Previous 169,548
3.79%
Holding current value
$4.03 Million
Previous $4.03 Million
4.65%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding CDX
# of Institutions
24Shares Held
3.23MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$29.8 Million1.61% of portfolio
-
Ae Wealth Management LLC559KShares$12.8 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH428KShares$9.81 Million3.0% of portfolio
-
Flagship Harbor Advisors, LLC219KShares$5.03 Million0.28% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO130KShares$2.98 Million1.6% of portfolio