Lionsbridge Wealth Management LLC Simplify Exchange Traded Fds H Transaction History
Lionsbridge Wealth Management LLC
- $120 Million
- Q2 2024
A detailed history of Lionsbridge Wealth Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 96,138 shares of HEQT stock, worth $2.81 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
96,138
Previous 93,157
3.2%
Holding current value
$2.81 Million
Previous $2.47 Million
7.82%
% of portfolio
2.23%
Previous 1.95%
Shares
7 transactions
Others Institutions Holding HEQT
# of Institutions
43Shares Held
5.65MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.8 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$13.7 Million0.06% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.5 Million1.62% of portfolio