Creative One Wealth, LLC Simplify Exchange Traded Fds H Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Creative One Wealth, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Creative One Wealth, LLC holds 35,280 shares of HEQT stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
35,280
Previous 8,064
337.5%
Holding current value
$1.12 Million
Previous $242,000
355.37%
% of portfolio
0.03%
Previous 0.01%
Shares
2 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