Keudell Simplify Exchange Traded Fds H Transaction History

Keudell

$330 Million
Q1 2024

A detailed history of Keudell transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Keudell holds 427,636 shares of HEQT stock, worth $11.9 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

427,636

Holding current value

$11.9 Million

% of portfolio

3.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$25.16 - $26.49 $10.8 Million - $11.3 Million	427,636 New	427,636 $11.3 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

3 Edge Asset Management, LP

5.1M
Shares

$142 Million
13.1% of portfolio
Townsquare Capital LLC

855K
Shares

$23.8 Million
0.34% of portfolio
Wealth Plan Partners, LLC Omaha, NE

542K
Shares

$15.1 Million
1.49% of portfolio
Orion Portfolio Solutions, LLC

542K
Shares

$15.1 Million
0.16% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

420K
Shares

$11.7 Million
0.46% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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