New Edge Wealth, LLC Simplify Exch.Trad Fds Simplif Transaction History
New Edge Wealth, LLC
- $5.97 Billion
- Q2 2025
A detailed history of New Edge Wealth, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, New Edge Wealth, LLC holds 350,507 shares of CDX stock, worth $8.14 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
350,507Holding current value
$8.14 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
45Shares Held
7.88MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$67.3 Million0.34% of portfolio
-
Ae Wealth Management LLC863KShares$20 Million0.17% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH613KShares$14.2 Million4.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC422KShares$9.79 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC369KShares$8.57 Million0.01% of portfolio