Steward Partners Investment Advisory, LLC Simplify Exch.Trad Fds Simplif Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 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 13,732 shares of CDX stock, worth $319,269. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,732
Previous 6,474
112.11%
Holding current value
$319,269
Previous $147,000
113.61%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
12Shares Held
738KCall Options Held
0Put Options Held
0-
Park Edge Advisors, LLC Cleveland, OH334KShares$7.76 Million2.29% of portfolio
-
Commonwealth Equity Services, LLC162KShares$3.77 Million0.01% of portfolio
-
Simplify Asset Management Inc. New York, NY150KShares$3.48 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.43.1KShares$1 Million0.01% of portfolio
-
Truist Financial Corp16KShares$372,8370.0% of portfolio