Keudell Simplify Exchange Traded Fds H Transaction History
Keudell
- $372 Million
- Q4 2024
A detailed history of Keudell transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Keudell holds 516,588 shares of HEQT stock, worth $14.9 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
516,588
Previous 519,326
0.53%
Holding current value
$14.9 Million
Previous $15 Million
1.54%
% of portfolio
4.09%
Previous 4.09%
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
47Shares Held
6.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$31.3 Million0.01% of portfolio
-
Private Advisor Group, LLC697KShares$20.1 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$17.3 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$15.4 Million2.23% of portfolio
-
Cwm, LLC507KShares$14.6 Million0.06% of portfolio