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

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 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 62,667 shares of CDX stock, worth $1.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
62,667
Previous 56,488 10.94%
Holding current value
$1.4 Million
Previous $1.3 Million 14.65%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
20
Shares Held
3.25M
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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