Bay Rivers Group Simplify Exchange Traded Fds H Transaction History
Bay Rivers Group
- $237 Million
- Q4 2025
A detailed history of Bay Rivers Group transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Bay Rivers Group holds 19,762 shares of HEQT stock, worth $624,676. This represents 0.26% of its overall portfolio holdings.
Number of Shares
19,762
Previous 16,564
19.31%
Holding current value
$624,676
Previous $517,000
20.7%
% of portfolio
0.26%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding HEQT
# of Institutions
77Shares Held
6.3MCall 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