Morton Brown Family Wealth, LLC Simplify Exchange Traded Fds H Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,311 shares of HEQT stock, worth $37,533. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,311Holding current value
$37,533% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
57Shares Held
10.1MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$53 Million8.5% of portfolio
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Lpl Financial LLC Fort Mill, SC1.09MShares$31.1 Million0.01% of portfolio
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Keudell840KShares$24 Million5.78% of portfolio
-
Private Advisor Group, LLC697KShares$19.9 Million0.12% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE600KShares$17.2 Million1.87% of portfolio