Steward Partners Investment Advisory, LLC Simplify Exch.Trad Fds Simplif Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 190,470 shares of CDX stock, worth $4.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
190,470
Previous 84,178 126.27%
Holding current value
$4.31 Million
Previous $1.96 Million 122.26%
% of portfolio
0.03%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$22.78 - $23.33 $2.42 Million - $2.48 Million
106,292 Added 126.27%
190,470 $4.36 Million
Q2 2025

Aug 12, 2025
BUY
$21.77 - $24.89 $111,941 - $127,984
5,142 Added 6.51%
84,178 $1.96 Million
Q1 2025

May 13, 2025
SELL
$21.93 - $23.2 $85,395 - $90,340
-3,894 Reduced 4.7%
79,036 $1.81 Million
Q4 2024

Feb 06, 2025
BUY
$21.81 - $23.88 $441,936 - $483,880
20,263 Added 32.33%
82,930 $1.81 Million
Q3 2024

Nov 14, 2024
BUY
$23.04 - $23.97 $142,364 - $148,110
6,179 Added 10.94%
62,667 $1.49 Million
Q2 2024

Aug 08, 2024
BUY
$22.63 - $23.38 $967,568 - $999,635
42,756 Added 311.36%
56,488 $1.3 Million
Q1 2024

May 15, 2024
BUY
$22.63 - $23.34 $164,248 - $169,401
7,258 Added 112.11%
13,732 $314,000
Q4 2023

Feb 12, 2024
BUY
$21.44 - $22.94 $138,802 - $148,513
6,474 New
6,474 $147,000

Others Institutions Holding CDX

# of Institutions
71
Shares Held
9.53M
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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