Independence Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History
Independence Wealth Advisors, LLC
- $178 Billion
- Q4 2025
A detailed history of Independence Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Independence Wealth Advisors, LLC holds 9,257 shares of HEQT stock, worth $292,613. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,257Holding current value
$292,613% of portfolio
0.17%Shares
1 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
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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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Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio