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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.6K- 44.78% |
$495K - $524K
|
27.8K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 4.7% |
$85.4K - $90.3K
|
79K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.83K- 10.87% |
$62K - $65.6K
|
23.2K
$535K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-122- 20.2% |
$2.68K - $2.83K
|
482
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 10.0% |
$197 - $209
|
81
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 66.67% |
$43.9 - $46.4
|
1
$23.1
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-75.5K- 5.49% |
$1.65M - $1.8M
|
1.3M
$30M
|
|
| 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
$30.5K
|
|
| Q2 2024 | |||||||
|
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-109Closed |
$2.47K - $2.55K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 27.97% |
$708 - $757
|
85
$1.96K
|
|