Cwm, LLC Simplify Exchange Traded Fds H Transaction History
Cwm, LLC
- $24.1 Billion
- Q4 2024
A detailed history of Cwm, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cwm, LLC holds 507,224 shares of HEQT stock, worth $14.3 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
507,224
Previous 470,887
7.72%
Holding current value
$14.3 Million
Previous $13.6 Million
9.96%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding HEQT
# of Institutions
52Shares Held
9.44MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$52.1 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$30.6 Million0.01% of portfolio
-
Keudell840KShares$23.6 Million5.78% of portfolio
-
Private Advisor Group, LLC697KShares$19.6 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$16.9 Million1.87% of portfolio