3 Edge Asset Management, LP Simplify Exchange Traded Fds H Transaction History
3 Edge Asset Management, LP
- $1.03 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.7 Million1.62% of portfolio
-
Keudell506KShares$14.6 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.2 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