Orion Portfolio Solutions, LLC Simplify Exch.Trad Fds Simplif Transaction History
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
A detailed history of Orion Portfolio Solutions, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 32,396 shares of CDX stock, worth $738,952. This represents 0.01% of its overall portfolio holdings.
Number of Shares
32,396
Previous 23,344
38.78%
Holding current value
$738,952
Previous $535,000
38.88%
% of portfolio
0.01%
Previous 0.01%
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
-
Lpl Financial LLC Fort Mill, SC422KShares$9.62 Million0.0% of portfolio