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

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025

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 83,007 shares of CDX stock, worth $1.91 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
83,007
Previous 32,285 157.11%
Holding current value
$1.91 Million
Previous $704,000 170.45%
% of portfolio
0.98%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$21.93 - $23.2 $1.11 Million - $1.18 Million
50,722 Added 157.11%
83,007 $1.9 Million
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
23
Shares Held
3.18M
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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