Lpl Financial LLC Simplify Exch.Trad Fds Simplif Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
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 421,603 shares of CDX stock, worth $9.62 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
421,603
Previous 32,607
1192.98%
Holding current value
$9.62 Million
Previous $748,000
1214.3%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CDX
# of Institutions
50Shares Held
8.64MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$66.2 Million0.34% of portfolio
-
Ae Wealth Management LLC863KShares$19.7 Million0.17% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH719KShares$16.4 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio
-
Commonwealth Equity Services, LLC369KShares$8.41 Million0.01% of portfolio