Baker Tilly Wealth Management, LLC Simplify Exchange Traded Fds H Transaction History
Baker Tilly Wealth Management, LLC
- $542 Million
- Q1 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 59,619 shares of HEQT stock, worth $1.66 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
59,619Holding current value
$1.66 Million% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
59Shares Held
12MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP5.1MShares$142 Million13.1% of portfolio
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Townsquare Capital LLC855KShares$23.7 Million0.34% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE542KShares$15 Million1.49% of portfolio
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Orion Portfolio Solutions, LLC542KShares$15 Million0.16% of portfolio
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Keudell428KShares$11.9 Million3.44% of portfolio