Cwm, LLC Simplify Exchange Traded Fds H Transaction History
Cwm, LLC
- $23.3 Billion
- Q3 2024
A detailed history of Cwm, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cwm, LLC holds 470,887 shares of HEQT stock, worth $14.1 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
470,887
Previous 370,979
26.93%
Holding current value
$14.1 Million
Previous $10.3 Million
32.48%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
39Shares Held
5.93MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.5 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE564KShares$16.9 Million2.19% of portfolio
-
Keudell519KShares$15.6 Million4.09% of portfolio
-
Financial Enhancement Group LLC Anderson, IN436KShares$13.1 Million2.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC368KShares$11 Million0.0% of portfolio