Ovata Capital Management LTD Simplify Exchange Traded Fds H Transaction History
Ovata Capital Management LTD
- $86.9 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
37Shares Held
5.63MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.7 Million0.16% of portfolio
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Wealth Plan Partners, LLC Omaha, NE564KShares$17.1 Million2.19% of portfolio
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Keudell517KShares$15.6 Million4.09% of portfolio
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Cwm, LLC471KShares$14.2 Million0.06% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE416KShares$12.6 Million0.44% of portfolio