Latest Institutional Sells of Simplify Exch.Trad Fds Simplif (CDX)
This list provides information on the latest institutional transactions involving Simplify Exch.Trad Fds Simplif (CDX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-75.5K- 5.49% |
$1.65M - $1.8M
|
1.3M
$29.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.4K- 38.08% |
$313K - $343K
|
23.3K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.7K- 3.25% |
$299K - $328K
|
409K
$9.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.33K- 10.95% |
$116K - $127K
|
43.4K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.47K- 3.72% |
$32K - $35.1K
|
38K
$855K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-94.9K- 98.63% |
$2.19M - $2.28M
|
1.32K
$29.8K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 27.97% |
$708 - $757
|
85
$1.92K
|
|