Leo Wealth, LLC Simplify Exchange Traded Fds H Transaction History
Leo Wealth, LLC
- $1.38 Trillion
- Q4 2025
A detailed history of Leo Wealth, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Leo Wealth, LLC holds 331,506 shares of HEQT stock, worth $10.5 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
331,506Holding current value
$10.5 Million% of portfolio
0.77%Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
76Shares Held
6.29MCall 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