Middleton & CO Inc Simplify Exchange Traded Fds H Transaction History

Middleton & CO Inc

  • $898 Million
  • Q3 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 15,975 shares of HEQT stock, worth $474,617. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,975
Previous 20,107 20.55%
Holding current value
$474,617
Previous $556,000 17.09%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$26.73 - $28.88 $110,448 - $119,332
-4,132 Reduced 20.55%
15,975 $461,000
Q2 2024

Aug 12, 2024
SELL
$25.78 - $27.77 $855,328 - $921,353
-33,178 Reduced 62.27%
20,107 $556,000
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
39
Shares Held
5.93M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

HEQT Quotes by TradingView
  • Ticker HEQT
More about HEQT
Track This Portfolio

Track Middleton & CO Inc Portfolio

Follow Middleton & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Middleton & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Middleton & CO Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email