Insight Wealth Strategies, LLC Simplify Exch.Trad Fds Simplif Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 514,852 shares of CDX stock, worth $11.7 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
514,852Holding current value
$11.7 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
49Shares Held
8.41MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$66.2 Million0.34% of portfolio
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Ae Wealth Management LLC863KShares$19.7 Million0.17% of portfolio
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Park Edge Advisors, LLC Cleveland, OH613KShares$14 Million4.05% of portfolio
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Lpl Financial LLC Fort Mill, SC422KShares$9.62 Million0.0% of portfolio
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Commonwealth Equity Services, LLC369KShares$8.41 Million0.01% of portfolio