Summit Financial, LLC Simplify Exch.Trad Fds Simplif Transaction History

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025

A detailed history of Summit Financial, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Summit Financial, LLC holds 146,249 shares of CDX stock, worth $3.38 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
146,249
Previous 17,556 733.04%
Holding current value
$3.38 Million
Previous $382,000 778.01%
% of portfolio
0.09%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.93 - $23.2 $2.82 Million - $2.99 Million
128,693 Added 733.04%
146,249 $3.35 Million
Q4 2024

Feb 12, 2025
BUY
$21.81 - $23.88 $382,896 - $419,237
17,556 New
17,556 $382,000

Others Institutions Holding CDX

# of Institutions
27
Shares Held
4.43M
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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