Cambridge Advisors Inc. Simplify Exchange Traded Fds H Transaction History
Cambridge Advisors Inc.
- $491 Million
- Q3 2025
A detailed history of Cambridge Advisors Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cambridge Advisors Inc. holds 31,565 shares of HEQT stock, worth $997,769. This represents 0.2% of its overall portfolio holdings.
Number of Shares
31,565
Previous 33,255
5.08%
Holding current value
$997,769
Previous $999,000
1.3%
% of portfolio
0.2%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding HEQT
# of Institutions
76Shares Held
6.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
-
Cwm, LLC586KShares$18.5 Million0.06% of portfolio
-
Keudell490KShares$15.5 Million3.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio