Keudell Simplify Exchange Traded Fds H Transaction History
Keudell
- $341 Million
- Q2 2024
A detailed history of Keudell transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Keudell holds 505,746 shares of HEQT stock, worth $13.9 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
505,746
Previous 427,636
18.27%
Holding current value
$13.9 Million
Previous $11.3 Million
23.53%
% of portfolio
4.1%
Previous 3.44%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
53Shares Held
11.8MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP5.1MShares$140 Million13.1% of portfolio
-
Townsquare Capital LLC855KShares$23.6 Million0.34% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE542KShares$14.9 Million1.49% of portfolio
-
Orion Portfolio Solutions, LLC542KShares$14.9 Million0.16% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$11.7 Million0.46% of portfolio