Kestra Private Wealth Services, LLC Simplify Exch.Trad Fds Simplif Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 35,359 shares of CDX stock, worth $801,942. This represents 0.01% of its overall portfolio holdings.
Number of Shares
35,359Holding current value
$801,942% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
50Shares Held
8.64MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$65.8 Million0.34% of portfolio
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Ae Wealth Management LLC863KShares$19.6 Million0.17% of portfolio
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Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio
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Lpl Financial LLC Fort Mill, SC422KShares$9.56 Million0.0% of portfolio