Flagship Harbor Advisors, LLC Simplify Exch.Trad Fds Simplif Transaction History
Flagship Harbor Advisors, LLC
- $1.79 Billion
- Q1 2025
A detailed history of Flagship Harbor Advisors, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Flagship Harbor Advisors, LLC holds 219,498 shares of CDX stock, worth $5.07 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
219,498
Previous 183,702
19.49%
Holding current value
$5.07 Million
Previous $4.01 Million
25.69%
% of portfolio
0.28%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding CDX
# of Institutions
26Shares Held
4.09MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$30 Million1.21% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH613KShares$14.2 Million4.05% of portfolio
-
Ae Wealth Management LLC559KShares$12.9 Million0.12% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS511KShares$11.8 Million0.14% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$7.89 Million0.01% of portfolio