Northwest Capital Management Inc Simplify Exchange Traded Fds H Transaction History
Northwest Capital Management Inc
- $225 Million
- Q4 2024
A detailed history of Northwest Capital Management Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Northwest Capital Management Inc holds 5,481 shares of HEQT stock, worth $164,758. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,481
Previous 5,453
0.51%
Holding current value
$164,758
Previous $157,000
2.55%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding HEQT
# of Institutions
38Shares Held
5.73MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC697KShares$20.9 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$18 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16.1 Million2.23% of portfolio
-
Keudell517KShares$15.5 Million4.09% of portfolio
-
Cwm, LLC507KShares$15.2 Million0.06% of portfolio