Keudell Simplify Exchange Traded Fds H Transaction History
Keudell
- $415 Million
- Q1 2025
A detailed history of Keudell transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Keudell holds 839,669 shares of HEQT stock, worth $25 Million. This represents 5.78% of its overall portfolio holdings.
Number of Shares
839,669
Previous 516,588
62.54%
Holding current value
$25 Million
Previous $15.2 Million
57.57%
% of portfolio
5.78%
Previous 4.09%
Shares
5 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$55.1 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$35.8 Million0.01% of portfolio
-
Private Advisor Group, LLC820KShares$24.4 Million0.15% of portfolio
-
Cwm, LLC540KShares$16.1 Million0.06% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE535KShares$15.9 Million2.15% of portfolio