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

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 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 27,835 shares of CDX stock, worth $641,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,835
Previous 50,406 44.78%
Holding current value
$641,040
Previous $1.1 Million 41.95%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
23
Shares Held
3.18M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

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