Ifp Advisors, Inc Simplify Exch.Trad Fds Simplif Transaction History
Ifp Advisors, Inc
- $2.05 Billion
- Q4 2023
A detailed history of Ifp Advisors, Inc transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Ifp Advisors, Inc holds 85 shares of CDX stock, worth $1,964. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85
Previous 118
27.97%
Holding current value
$1,964
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CDX
# of Institutions
12Shares Held
738KCall Options Held
0Put Options Held
0-
Park Edge Advisors, LLC Cleveland, OH334KShares$7.72 Million2.29% of portfolio
-
Commonwealth Equity Services, LLC162KShares$3.75 Million0.01% of portfolio
-
Simplify Asset Management Inc. New York, NY150KShares$3.46 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.43.1KShares$995,7630.01% of portfolio
-
Truist Financial Corp16KShares$370,5910.0% of portfolio