Cambridge Advisors Inc. Simplify Exchange Traded Fds H Transaction History
Cambridge Advisors Inc.
- $499 Million
- Q4 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 32,539 shares of HEQT stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
32,539
Previous 31,565
3.09%
Holding current value
$1.03 Million
Previous $986,000
4.26%
% of portfolio
0.21%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
77Shares Held
6.62MCall 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
-
Leo Wealth, LLC Hurst, TX332KShares$10.5 Million0.77% of portfolio