Envestnet Asset Management Inc Simplify Exch.Trad Fds Simplif Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
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 50,406 shares of CDX stock, worth $1.14 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50,406
Previous 32,287
56.12%
Holding current value
$1.14 Million
Previous $766,000
43.47%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CDX
# of Institutions
24Shares Held
3.3MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$29.3 Million1.61% of portfolio
-
Ae Wealth Management LLC510KShares$11.5 Million0.11% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH409KShares$9.22 Million2.92% of portfolio
-
Truist Financial Corp239KShares$5.39 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC184KShares$4.14 Million0.22% of portfolio