Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History
Harmony Asset Management LLC
- $252 Billion
- Q4 2024
A detailed history of Harmony Asset Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Harmony Asset Management LLC holds 126,719 shares of HEQT stock, worth $3.79 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
126,719
Previous 76,927
64.73%
Holding current value
$3.79 Million
Previous $2.22 Billion
68.15%
% of portfolio
1.48%
Previous 0.82%
Shares
5 transactions
Others Institutions Holding HEQT
# of Institutions
47Shares Held
6.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$32.5 Million0.01% of portfolio
-
Private Advisor Group, LLC697KShares$20.8 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$17.9 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16 Million2.23% of portfolio
-
Keudell517KShares$15.4 Million4.09% of portfolio