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 $13.8 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
470,887
Previous 370,979
26.93%
Holding current value
$13.8 Million
Previous $10.3 Million
32.48%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
43Shares Held
5.65MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.9 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.9 Million1.62% of portfolio
-
Keudell506KShares$14.8 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.4 Million0.46% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.5 Million1.62% of portfolio