Trajan Wealth LLC Simplify Exch.Trad Fds Simplif Transaction History

Trajan Wealth LLC

$2.32 Trillion
Q3 2025

A detailed history of Trajan Wealth LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Trajan Wealth LLC holds 17,934 shares of CDX stock, worth $406,205. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,934

Holding current value

$406,205

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$22.78 - $23.33 $408,536 - $418,400	17,934 New	17,934 $411 Million

Others Institutions Holding CDX

# of Institutions

Shares Held

9.4M

Call Options Held

Put Options Held

Ae Wealth Management LLC

1.04M
Shares

$23.6 Million
0.18% of portfolio
Altiora Financial Group, LLC Lebanon, OH

1.01M
Shares

$22.8 Million
4.21% of portfolio
Lpl Financial LLC Fort Mill, SC

796K
Shares

$18 Million
0.01% of portfolio
Park Edge Advisors, LLC Cleveland, OH

719K
Shares

$16.3 Million
4.24% of portfolio
Insight Wealth Strategies, LLC San Ramon, CA

515K
Shares

$11.7 Million
1.5% of portfolio

View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

Ticker CDX
Sector ETFs
Industry ETFs

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