Wealth Enhancement Advisory Services, LLC Simplify Exch.Trad Fds Simplif Transaction History
Wealth Enhancement Advisory Services, LLC
- $61.1 Billion
- Q3 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 378,551 shares of CDX stock, worth $8.58 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
378,551
Previous 341,577
10.82%
Holding current value
$8.58 Million
Previous $7.97 Million
8.88%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CDX
# of Institutions
58Shares Held
9.61MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$65.7 Million0.34% of portfolio
-
Ae Wealth Management LLC1.04MShares$23.6 Million0.18% of portfolio
-
Altiora Financial Group, LLC Lebanon, OH1.01MShares$22.8 Million4.21% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
-
Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio