Middleton & CO Inc Simplify Exchange Traded Fds H Transaction History
Middleton & CO Inc
- $911 Million
- Q3 2025
A detailed history of Middleton & CO Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Middleton & CO Inc holds 13,025 shares of HEQT stock, worth $411,720. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,025
Previous 13,025
-0.0%
Holding current value
$411,720
Previous $391,000
3.84%
% of portfolio
0.04%
Previous 0.04%
Shares
4 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
-
Cwm, LLC586KShares$18.5 Million0.06% of portfolio
-
Keudell490KShares$15.5 Million3.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio