Keudell Simplify Exchange Traded Fds H Call Options Transaction History
Keudell
- $330 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HEQT
# of Institutions
59Shares Held
12MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP5.1MShares$142 Million13.1% of portfolio
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Townsquare Capital LLC855KShares$23.9 Million0.34% of portfolio
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Wealth Plan Partners, LLC Omaha, NE542KShares$15.1 Million1.49% of portfolio
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Orion Portfolio Solutions, LLC542KShares$15.1 Million0.16% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE420KShares$11.7 Million0.46% of portfolio