Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 22,976 shares of CDX stock, worth $547,288. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,976Holding current value
$547,288% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
17Shares Held
5.09MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY4.05MShares$96.4 Million6.88% of portfolio
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Park Edge Advisors, LLC Cleveland, OH392KShares$9.33 Million3.06% of portfolio
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Truist Financial Corp179KShares$4.27 Million0.01% of portfolio
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Commonwealth Equity Services, LLC167KShares$3.97 Million0.01% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA96.2KShares$2.29 Million1.93% of portfolio