Soltis Investment Advisors LLC Simplify Exch.Trad Fds Simplif Transaction History
Soltis Investment Advisors LLC
- $1.38 Billion
- Q3 2025
A detailed history of Soltis Investment Advisors LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 96,553 shares of CDX stock, worth $2.19 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
96,553Holding current value
$2.19 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
70Shares 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