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

Envestnet Asset Management Inc

$326 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CDX

# of Institutions

50

Shares Held

8.64M

Call Options Held

0

Put Options Held

0

Proficio Capital Partners LLC Newton, MA

2.9M
Shares

$65.8 Million
0.34% of portfolio
Ae Wealth Management LLC

863K
Shares

$19.6 Million
0.17% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.7 Million
1.5% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$9.56 Million
0.0% of portfolio

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.