Smith, Moore & Co. Simplify Exchange Traded Fds H Transaction History
Smith, Moore & Co.
- $961 Million
- Q2 2024
A detailed history of Smith, Moore & Co. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Smith, Moore & Co. holds 202,601 shares of HEQT stock, worth $5.84 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
202,601
Previous 199,874
1.36%
Holding current value
$5.84 Million
Previous $5.29 Million
5.87%
% of portfolio
0.58%
Previous 0.57%
Shares
11 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.7 Million1.62% of portfolio
-
Keudell506KShares$14.6 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.2 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.4 Million1.62% of portfolio