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 $14.6 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
505,746
Previous 427,636
18.27%
Holding current value
$14.6 Million
Previous $11.3 Million
23.53%
% of portfolio
4.1%
Previous 3.44%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.7 Million1.62% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.2 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.4 Million1.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC315KShares$9.08 Million0.0% of portfolio