Lpl Financial LLC Simplify Exch.Trad Fds Simplif Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 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 796,259 shares of CDX stock, worth $18 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
796,259
Previous 421,603
88.86%
Holding current value
$18 Million
Previous $9.83 Million
85.56%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CDX
# of Institutions
71Shares Held
9.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
-
Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$8.57 Million0.01% of portfolio