Sfg Wealth Management, Llc. Simplify Exch.Trad Fds Simplif Transaction History

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 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 32,285 shares of CDX stock, worth $737,389. This represents 0.38% of its overall portfolio holdings.

Number of Shares
32,285
Holding current value
$737,389
% of portfolio
0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$21.81 - $23.88 $704,135 - $770,965
32,285 New
32,285 $704,000
Q2 2024

Jul 19, 2024
BUY
$22.63 - $23.38 $519,946 - $537,178
22,976 New
22,976 $527,000

Others Institutions Holding CDX

# of Institutions
24
Shares Held
3.3M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
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