A detailed history of Cwm, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cwm, LLC holds 470,887 shares of HEQT stock, worth $14 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
470,887
Previous 370,979 26.93%
Holding current value
$14 Million
Previous $10.3 Million 32.48%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$26.73 - $28.88 $2.67 Million - $2.89 Million
99,908 Added 26.93%
470,887 $13.6 Million
Q2 2024

Jul 09, 2024

BUY
$25.78 - $27.77 $1.11 Million - $1.19 Million
42,883 Added 13.07%
370,979 $10.3 Million
Q1 2024

Apr 05, 2024

BUY
$25.16 - $26.49 $7.36 Million - $7.74 Million
292,363 Added 818.19%
328,096 $8.69 Million
Q4 2023

Feb 01, 2024

BUY
$23.7 - $26.06 $149,191 - $164,047
6,295 Added 21.38%
35,733 $903,000
Q3 2023

Oct 11, 2023

BUY
$24.37 - $25.26 $671,247 - $695,761
27,544 Added 1454.28%
29,438 $717,000
Q2 2023

Aug 03, 2023

BUY
$23.62 - $24.81 $44,736 - $46,990
1,894 New
1,894 $47,000

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.