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

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 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 79,036 shares of CDX stock, worth $1.82 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

79,036

Previous 82,930 4.7%

Holding current value

$1.82 Million

Previous $1.81 Million 0.28%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

4.43M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

More about CDX

Track This Portfolio

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.

Account

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