Mba Advisors LLC Simplify Exch.Trad Fds Simplif Transaction History

Mba Advisors LLC

$243 Million
Q4 2025

A detailed history of Mba Advisors LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Mba Advisors LLC holds 11,312 shares of CDX stock, worth $256,216. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,312

Holding current value

$256,216

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	$22.61 - $22.94 $255,764 - $259,497	11,312 New	11,312 $256,000

Others Institutions Holding CDX

# of Institutions

Shares Held

9.19M

Call Options Held

Put Options Held

Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Altiora Financial Group, LLC Lebanon, OH

1.01M
Shares

$22.8 Million
4.21% of portfolio
Lpl Financial LLC Fort Mill, SC

796K
Shares

$18 Million
0.01% of portfolio
Park Edge Advisors, LLC Cleveland, OH

753K
Shares

$17.1 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

647K
Shares

$14.7 Million
1.86% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
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