L.M. Kohn & Company Simplify Exchange Traded Fds H Transaction History
L.M. Kohn & Company
- $80.6 Million
- Q3 2025
Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
76Shares Held
6.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
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Cwm, LLC586KShares$18.5 Million0.06% of portfolio
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Keudell490KShares$15.5 Million3.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
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Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio