Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History
Harmony Asset Management LLC
- $239 Billion
- Q2 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 58,322 shares of HEQT stock, worth $1.68 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
58,322
Previous 50,571
15.33%
Holding current value
$1.68 Million
Previous $1.34 Billion
20.46%
% of portfolio
0.68%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.8 Million1.62% of portfolio
-
Keudell506KShares$14.6 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.3 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.4 Million1.62% of portfolio