Alpine Bank Wealth Management Simplify Exchange Traded Fds H Transaction History
Alpine Bank Wealth Management
- $662 Billion
- Q2 2025
A detailed history of Alpine Bank Wealth Management transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Alpine Bank Wealth Management holds 901 shares of HEQT stock, worth $27,336. This represents 0.0% of its overall portfolio holdings.
Number of Shares
901
Previous 1,852,658
99.95%
Holding current value
$27,336
Previous $52.9 Billion
99.95%
% of portfolio
0.0%
Previous 8.5%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
73Shares Held
8.35MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.6 Million0.01% of portfolio
-
Private Advisor Group, LLC820KShares$24.9 Million0.15% of portfolio
-
Cwm, LLC540KShares$16.4 Million0.06% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE535KShares$16.2 Million2.15% of portfolio
-
Keudell490KShares$14.9 Million3.49% of portfolio