Commonwealth Equity Services, LLC Simplify Exch.Trad Fds Simplif Transaction History
Commonwealth Equity Services, LLC
- $60.2 Billion
- Q1 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 162,228 shares of CDX stock, worth $3.75 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
162,228
Previous 159,944
1.43%
Holding current value
$3.75 Million
Previous $3.65 Million
1.92%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CDX
# of Institutions
12Shares Held
738KCall Options Held
0Put Options Held
0-
Park Edge Advisors, LLC Cleveland, OH334KShares$7.72 Million2.29% of portfolio
-
Simplify Asset Management Inc. New York, NY150KShares$3.46 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.43.1KShares$996,1940.01% of portfolio
-
Truist Financial Corp16KShares$370,7520.0% of portfolio
-
Steward Partners Investment Advisory, LLC13.7KShares$317,4830.0% of portfolio