Keudell Simplify Exchange Traded Fds H Transaction History
Keudell
- $366 Million
- Q3 2024
A detailed history of Keudell transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Keudell holds 519,326 shares of HEQT stock, worth $15.5 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
519,326
Previous 505,746
2.69%
Holding current value
$15.5 Million
Previous $14 Million
7.18%
% of portfolio
4.09%
Previous 4.1%
Shares
3 transactions
Others Institutions Holding HEQT
# of Institutions
39Shares Held
5.93MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.4 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE564KShares$16.8 Million2.19% of portfolio
-
Cwm, LLC471KShares$14 Million0.06% of portfolio
-
Financial Enhancement Group LLC Anderson, IN436KShares$13 Million2.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC368KShares$11 Million0.0% of portfolio