Slate Stone Wealth, LLC Simplify Exch.Trad Fds Simplif Transaction History
Slate Stone Wealth, LLC
- $1.16 Billion
- Q3 2025
A detailed history of Slate Stone Wealth, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 164,562 shares of CDX stock, worth $3.73 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
164,562Holding current value
$3.73 Million% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
71Shares Held
9.4MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
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Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
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Lpl Financial LLC Fort Mill, SC796KShares$18 Million0.01% of portfolio
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Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio