Worth Asset Management, LLC Simplify Exch.Trad Fds Simplif Transaction History
Worth Asset Management, LLC
- $195 Million
- Q3 2025
A detailed history of Worth Asset Management, LLC transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Worth Asset Management, LLC holds 19,610 shares of CDX stock, worth $444,754. This represents 0.23% of its overall portfolio holdings.
Number of Shares
19,610Holding current value
$444,754% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
51Shares Held
8.66MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$65.8 Million0.34% of portfolio
-
Ae Wealth Management LLC863KShares$19.6 Million0.17% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH719KShares$16.3 Million4.24% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA515KShares$11.7 Million1.5% of portfolio
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Lpl Financial LLC Fort Mill, SC422KShares$9.56 Million0.0% of portfolio