Mercer Global Advisors Inc Simplify Exchange Traded Fds H Transaction History
Mercer Global Advisors Inc
- $39.5 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.2 Million1.62% of portfolio
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Keudell506KShares$14.1 Million4.1% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE424KShares$11.9 Million0.46% of portfolio
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Cwm, LLC371KShares$10.4 Million0.05% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE360KShares$10 Million1.62% of portfolio