New Edge Wealth, LLC Simplify Exch.Trad Fds Simplif Transaction History
New Edge Wealth, LLC
- $6.58 Billion
- Q3 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 344,687 shares of CDX stock, worth $7.81 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
344,687
Previous 350,507
1.66%
Holding current value
$7.81 Million
Previous $8.17 Million
3.39%
% of portfolio
0.12%
Previous 0.14%
Shares
2 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
-
Lpl Financial LLC Fort Mill, SC796KShares$18 Million0.01% 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