Creative One Wealth, LLC Simplify Exch.Trad Fds Simplif Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Creative One Wealth, LLC holds 16,465 shares of CDX stock, worth $376,389. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,465

Holding current value

$376,389

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$21.77 - $24.89 $358,443 - $409,813	16,465 New	16,465 $383,000

Others Institutions Holding CDX

# of Institutions

Shares Held

8.41M

Call Options Held

Put Options Held

Proficio Capital Partners LLC Newton, MA

2.9M
Shares

$66.3 Million
0.34% of portfolio
Ae Wealth Management LLC

863K
Shares

$19.7 Million
0.17% of portfolio
Park Edge Advisors, LLC Cleveland, OH

613K
Shares

$14 Million
4.05% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.8 Million
1.5% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$9.64 Million
0.0% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

More about CDX

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Creative One Wealth, LLC Simplify Exch.Trad Fds Simplif Transaction History