Diversify Advisory Services, LLC Simplify Exchange Traded Fds H Transaction History
Diversify Advisory Services, LLC
- $3.16 Trillion
- Q4 2025
A detailed history of Diversify Advisory Services, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 10,784 shares of HEQT stock, worth $340,882. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,784Holding current value
$340,882% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
77Shares Held
6.58MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
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Cwm, LLC586KShares$18.5 Million0.06% of portfolio
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Keudell490KShares$15.5 Million3.49% of portfolio
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Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
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Leo Wealth, LLC Hurst, TX332KShares$10.5 Million0.77% of portfolio