Larson Financial Group LLC Simplify Exch.Trad Fds Simplif Transaction History

Larson Financial Group LLC

$2.44 Billion
Q2 2025

A detailed history of Larson Financial Group LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Larson Financial Group LLC holds 528 shares of CDX stock, worth $12,043. This represents 0.0% of its overall portfolio holdings.

Number of Shares

528

Holding current value

$12,043

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$21.77 - $24.89 $11,494 - $13,141	528 New	528 $12,000

Others Institutions Holding CDX

# of Institutions

Shares Held

8.64M

Call Options Held

Put Options Held

Proficio Capital Partners LLC Newton, MA

2.9M
Shares

$66.2 Million
0.34% of portfolio
Ae Wealth Management LLC

863K
Shares

$19.7 Million
0.17% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.4 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

$9.62 Million
0.0% of portfolio

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About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
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Larson Financial Group LLC Simplify Exch.Trad Fds Simplif Transaction History