Stephens Inc Simplify Exch.Trad Fds Simplif Transaction History

Stephens Inc

$7.43 Billion
Q3 2025

A detailed history of Stephens Inc transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Stephens Inc holds 94,879 shares of CDX stock, worth $2.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

94,879

Holding current value

$2.15 Million

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$22.78 - $23.33 $2.16 Million - $2.21 Million	94,879 New	94,879 $2.17 Million

Others Institutions Holding CDX

# of Institutions

Shares Held

9.06M

Call Options Held

Put Options Held

Proficio Capital Partners LLC Newton, MA

2.9M
Shares

$65.8 Million
0.34% of portfolio
Ae Wealth Management LLC

863K
Shares

$19.6 Million
0.17% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.7 Million
1.5% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$9.56 Million
0.0% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
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