Middleton & CO Inc Simplify Exchange Traded Fds H Transaction History
Middleton & CO Inc
- $892 Million
- Q4 2024
A detailed history of Middleton & CO Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Middleton & CO Inc holds 13,025 shares of HEQT stock, worth $389,708. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,025
Previous 15,975
18.47%
Holding current value
$389,708
Previous $461,000
16.92%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
47Shares Held
6.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$32.5 Million0.01% of portfolio
-
Private Advisor Group, LLC697KShares$20.8 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$17.9 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16 Million2.23% of portfolio
-
Keudell517KShares$15.5 Million4.09% of portfolio