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 20,107 shares of HEQT stock, worth $588,732. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,107
Previous 53,285 62.27%
Holding current value
$588,732
Previous $1.41 Million 60.6%
% of portfolio
0.06%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
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