Gwn Securities Inc. Simplify Exch.Trad Fds Simplif Transaction History

Gwn Securities Inc.

$539 Billion
Q2 2025

A detailed history of Gwn Securities Inc. transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Gwn Securities Inc. holds 13,724 shares of CDX stock, worth $311,260. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,724

Holding current value

$311,260

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$21.77 - $24.89 $298,771 - $341,590	13,724 New	13,724 $320 Million

Others Institutions Holding CDX

# of Institutions

Shares Held

8.66M

Call Options Held

Put Options Held

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

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
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