Smith, Moore & Co. Simplify Exchange Traded Fds H Transaction History
Smith, Moore & Co.
- $1.17 Billion
- Q3 2025
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 159,496 shares of HEQT stock, worth $5.04 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
159,496
Previous 163,948
2.72%
Holding current value
$5.04 Million
Previous $4.93 Million
1.14%
% of portfolio
0.42%
Previous 0.45%
Shares
16 transactions
Others Institutions Holding HEQT
# of Institutions
76Shares Held
6.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
-
Cwm, LLC586KShares$18.5 Million0.06% of portfolio
-
Keudell490KShares$15.5 Million3.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio