Ameritas Advisory Services, LLC Simplify Exchange Traded Fds H Transaction History
Ameritas Advisory Services, LLC
- $1.44 Billion
- Q3 2025
A detailed history of Ameritas Advisory Services, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 246,833 shares of HEQT stock, worth $7.8 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
246,833
Previous 137,542
79.46%
Holding current value
$7.8 Million
Previous $4.13 Million
86.57%
% of portfolio
0.54%
Previous 0.22%
Shares
12 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