Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History
Harmony Asset Management LLC
- $272 Billion
- Q3 2024
A detailed history of Harmony Asset Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Harmony Asset Management LLC holds 76,927 shares of HEQT stock, worth $2.31 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
76,927
Previous 58,322
31.9%
Holding current value
$2.31 Million
Previous $1.61 Billion
37.67%
% of portfolio
0.82%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
38Shares Held
5.69MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC697KShares$21 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$18.1 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16.1 Million2.23% of portfolio
-
Keudell517KShares$15.5 Million4.09% of portfolio
-
Cwm, LLC507KShares$15.3 Million0.06% of portfolio