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 $751,911. This represents 0.01% of its overall portfolio holdings.
Number of Shares
32,396
Previous 23,344
38.78%
Holding current value
$751,911
Previous $535,000
38.88%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CDX
# of Institutions
26Shares Held
3.9MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.3MShares$30.2 Million1.21% of portfolio
-
Ae Wealth Management LLC559KShares$13 Million0.12% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS511KShares$11.9 Million0.14% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH428KShares$9.93 Million3.0% of portfolio
-
Flagship Harbor Advisors, LLC219KShares$5.09 Million0.28% of portfolio