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 $15.5 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
489,872
Previous 839,669
41.66%
Holding current value
$15.5 Million
Previous $24 Million
38.66%
% of portfolio
3.49%
Previous 5.78%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
76Shares Held
6.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
-
Cwm, LLC586KShares$18.5 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio
-
Stephens Inc268KShares$8.47 Million0.11% of portfolio