Cambridge Advisors Inc. Simplify Exchange Traded Fds H Transaction History
Cambridge Advisors Inc.
- $491 Million
- Q3 2025
A detailed history of Cambridge Advisors Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cambridge Advisors Inc. holds 31,565 shares of HEQT stock, worth $984,512. This represents 0.2% of its overall portfolio holdings.
Number of Shares
31,565
Previous 33,255
5.08%
Holding current value
$984,512
Previous $999,000
1.3%
% of portfolio
0.2%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding HEQT
# of Institutions
79Shares Held
7.59MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.5 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.6 Million0.01% of portfolio
-
Cwm, LLC586KShares$18.3 Million0.06% of portfolio
-
Keudell490KShares$15.3 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$11.1 Million0.0% of portfolio