Orion Portfolio Solutions, LLC Simplify Exch.Trad Fds Simplif Transaction History
Orion Portfolio Solutions, LLC
- $9.43 Billion
- Q3 2024
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 37,699 shares of CDX stock, worth $828,247. This represents 0.01% of its overall portfolio holdings.
Number of Shares
37,699
Previous 31,379
20.14%
Holding current value
$828,247
Previous $720,000
24.17%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
20Shares Held
3.1MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.37MShares$30.2 Million1.74% of portfolio
-
Ae Wealth Management LLC480KShares$10.5 Million0.12% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH423KShares$9.29 Million3.23% of portfolio
-
Truist Financial Corp204KShares$4.47 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC170KShares$3.72 Million0.01% of portfolio