Flagship Harbor Advisors, LLC Simplify Exch.Trad Fds Simplif Transaction History
Flagship Harbor Advisors, LLC
- $1.82 Billion
- Q4 2024
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 183,702 shares of CDX stock, worth $4.09 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
183,702
Previous 125,961
45.84%
Holding current value
$4.09 Million
Previous $2.99 Million
33.98%
% of portfolio
0.22%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
21Shares Held
3.22MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$30.6 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$10.7 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH409KShares$9.12 Million2.92% of portfolio
-
Truist Financial Corp204KShares$4.54 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.78 Million0.01% of portfolio