Cambridge Advisors Inc. Simplify Exchange Traded Fds H Transaction History
Cambridge Advisors Inc.
- $460 Million
- Q2 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 33,255 shares of HEQT stock, worth $1.01 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
33,255
Previous 19,209
73.12%
Holding current value
$1.01 Million
Previous $548,000
82.3%
% of portfolio
0.22%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
70Shares Held
8.45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.7 Million0.01% of portfolio
-
Private Advisor Group, LLC820KShares$25 Million0.15% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Keudell490KShares$14.9 Million3.49% of portfolio