Middleton & CO Inc Simplify Exchange Traded Fds H Transaction History

Middleton & CO Inc

  • $892 Million
  • Q4 2024

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 $392,964. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,025
Previous 15,975 18.47%
Holding current value
$392,964
Previous $461,000 16.92%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$28.73 - $30.22 $84,753 - $89,149
-2,950 Reduced 18.47%
13,025 $383,000
Q3 2024

Oct 23, 2024
SELL
$26.73 - $28.88 $110,448 - $119,332
-4,132 Reduced 20.55%
15,975 $461,000
Q2 2024

Aug 12, 2024
SELL
$25.78 - $27.77 $855,328 - $921,353
-33,178 Reduced 62.27%
20,107 $556,000
Q1 2024

May 14, 2024
BUY
$25.16 - $26.49 $1.34 Million - $1.41 Million
53,285 New
53,285 $1.41 Million

Others Institutions Holding HEQT

# of Institutions
38
Shares Held
6.02M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

HEQT Quotes by TradingView
  • Ticker HEQT
More about HEQT
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