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 $317,483. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,732
Previous 6,474 112.11%
Holding current value
$317,483
Previous $147,000 113.61%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
12
Shares Held
738K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email