Middleton & CO Inc Simplify Exchange Traded Fds H Transaction History
Middleton & CO Inc
- $858 Million
- Q2 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 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
Others Institutions Holding HEQT
# of Institutions
42Shares Held
5.65MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.9 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE546KShares$16 Million1.62% of portfolio
-
Keudell506KShares$14.8 Million4.1% of portfolio
-
Cwm, LLC471KShares$13.8 Million0.06% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.4 Million0.46% of portfolio