Lpl Financial LLC Simplify Exch.Trad Fds Simplif Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
A detailed history of Lpl Financial LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Lpl Financial LLC holds 25,853 shares of CDX stock, worth $582,985. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25,853
Previous 20,657
25.15%
Holding current value
$582,985
Previous $490,000
14.9%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
24Shares Held
3.3MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$29.3 Million1.61% of portfolio
-
Ae Wealth Management LLC510KShares$11.5 Million0.11% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH409KShares$9.22 Million2.92% of portfolio
-
Truist Financial Corp239KShares$5.39 Million0.01% of portfolio
-
Flagship Harbor Advisors, LLC184KShares$4.14 Million0.22% of portfolio