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 $27,552. This represents 0.0% of its overall portfolio holdings.
Number of Shares
901
Previous 1,852,658
99.95%
Holding current value
$27,552
Previous $52.9 Billion
99.95%
% of portfolio
0.0%
Previous 8.5%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
7.3MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.2 Million0.01% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Keudell490KShares$15 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$10.8 Million0.0% of portfolio