Middleton & CO Inc Simplify Exchange Traded Fds H Transaction History

Middleton & CO Inc

$861 Million
Q1 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 53,285 shares of HEQT stock, worth $1.49 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

53,285

Holding current value

$1.49 Million

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$25.16 - $26.49 $1.34 Million - $1.41 Million	53,285 New	53,285 $1.41 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

3 Edge Asset Management, LP

5.1M
Shares

$142 Million
13.1% of portfolio
Townsquare Capital LLC

855K
Shares

$23.9 Million
0.34% of portfolio
Wealth Plan Partners, LLC Omaha, NE

542K
Shares

$15.1 Million
1.49% of portfolio
Orion Portfolio Solutions, LLC

542K
Shares

$15.1 Million
0.16% of portfolio
Keudell

428K
Shares

$12 Million
3.44% of portfolio

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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