Cwm, LLC Simplify Exchange Traded Fds H Call Options Transaction History
Cwm, LLC
- $28.4 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
69Shares Held
8.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.8 Million0.01% of portfolio
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Private Advisor Group, LLC820KShares$25 Million0.15% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
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Keudell490KShares$14.9 Million3.49% of portfolio
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Envestnet Asset Management Inc355KShares$10.8 Million0.0% of portfolio