Arq Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 236,595 shares of HEQT stock, worth $6.92 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
236,595
Previous 231,485
2.21%
Holding current value
$6.92 Million
Previous $6.13 Million
6.75%
% of portfolio
2.93%
Previous 2.75%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
43Shares Held
5.65MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.9 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.9 Million1.62% of portfolio
-
Keudell506KShares$14.8 Million4.1% of portfolio
-
Cwm, LLC471KShares$13.8 Million0.06% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.5 Million1.62% of portfolio