Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History
Harmony Asset Management LLC
- $272 Billion
- Q3 2024
A detailed history of Harmony Asset Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Harmony Asset Management LLC holds 76,927 shares of HEQT stock, worth $2.33 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
76,927
Previous 58,322
31.9%
Holding current value
$2.33 Million
Previous $1.61 Billion
37.67%
% of portfolio
0.82%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
37Shares Held
5.63MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$26.7 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE564KShares$17.1 Million2.19% of portfolio
-
Keudell517KShares$15.6 Million4.09% of portfolio
-
Cwm, LLC471KShares$14.2 Million0.06% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE416KShares$12.6 Million0.44% of portfolio