Envestnet Asset Management Inc Simplify Exch.Trad Fds Simplif Transaction History

Envestnet Asset Management Inc

$324 Billion
Q3 2025

A detailed history of Envestnet Asset Management Inc transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Envestnet Asset Management Inc holds 167,395 shares of CDX stock, worth $3.79 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

167,395

Previous 69,813 139.78%

Holding current value

$3.79 Million

Previous $1.63 Million 135.57%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$22.78 - $23.33 $2.22 Million - $2.28 Million	97,582 Added 139.78%	167,395 $3.84 Million
Q2 2025 Jul 31, 2025	BUY	$21.77 - $24.89 $913,861 - $1.04 Million	41,978 Added 150.81%	69,813 $1.63 Million
Q1 2025 Apr 29, 2025	SELL	$21.93 - $23.2 $494,982 - $523,647	-22,571 Reduced 44.78%	27,835 $638,000
Q4 2024 Feb 12, 2025	BUY	$21.81 - $23.88 $395,175 - $432,681	18,119 Added 56.12%	50,406 $1.1 Million
Q3 2024 Nov 06, 2024	BUY	$23.04 - $23.97 $743,892 - $773,919	32,287 New	32,287 $766,000

Q1 2023 May 11, 2023	BUY	$20.99 - $22.0 $58,121 - $60,918	2,769 Added 23.06%	14,775 $324,000
Q4 2022 Feb 07, 2023	BUY	$21.2 - $22.79 $254,527 - $273,616	12,006 New	12,006 $256,000

Others Institutions Holding CDX

# of Institutions

Shares Held

9.4M

Call Options Held

Put Options Held

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Envestnet Asset Management Inc Simplify Exch.Trad Fds Simplif Transaction History