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 $15.5 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
516,588
Previous 519,326
0.53%
Holding current value
$15.5 Million
Previous $15 Million
1.54%
% of portfolio
4.09%
Previous 4.09%
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
38Shares Held
5.88MCall 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
-
Cwm, LLC471KShares$14.2 Million0.06% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE416KShares$12.5 Million0.44% of portfolio