Cwm, LLC Simplify Exchange Traded Fds H Transaction History
Cwm, LLC
- $21.2 Billion
- Q2 2024
A detailed history of Cwm, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cwm, LLC holds 370,979 shares of HEQT stock, worth $10.5 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
370,979
Previous 328,096
13.07%
Holding current value
$10.5 Million
Previous $8.69 Million
18.11%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.5 Million1.62% of portfolio
-
Keudell506KShares$14.4 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.1 Million0.46% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.2 Million1.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC315KShares$8.95 Million0.0% of portfolio