Keudell Simplify Exchange Traded Fds H Transaction History
Keudell
- $422 Million
- Q2 2025
A detailed history of Keudell transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Keudell holds 489,872 shares of HEQT stock, worth $15 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
489,872
Previous 839,669
41.66%
Holding current value
$15 Million
Previous $24 Million
38.66%
% of portfolio
3.49%
Previous 5.78%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
70Shares Held
8.56MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.9 Million0.01% of portfolio
-
Private Advisor Group, LLC820KShares$25.1 Million0.15% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc355KShares$10.8 Million0.0% of portfolio