D.A. Davidson & Co. Simplify Exchange Traded Fds H Transaction History
D.A. Davidson & Co.
- $12.2 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
69Shares Held
10.5MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$53.9 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$35.1 Million0.01% of portfolio
-
Keudell840KShares$24.4 Million5.78% of portfolio
-
Private Advisor Group, LLC820KShares$23.9 Million0.15% of portfolio
-
Cwm, LLC540KShares$15.7 Million0.06% of portfolio