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

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

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 56,488 shares of CDX stock, worth $1.33 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
56,488
Previous 13,732 311.36%
Holding current value
$1.33 Million
Previous $314,000 313.06%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
22
Shares Held
2.63M
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
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