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 $14.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
470,887
Previous 370,979
26.93%
Holding current value
$14.2 Million
Previous $10.3 Million
32.48%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
38Shares Held
5.69MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC697KShares$21 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$18.1 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16.1 Million2.23% of portfolio
-
Keudell517KShares$15.5 Million4.09% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE416KShares$12.5 Million0.44% of portfolio