Longview Financial Advisors LLC Simplify Exchange Traded Fds H Transaction History
Longview Financial Advisors LLC
- $173 Billion
- Q3 2025
A detailed history of Longview Financial Advisors LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Longview Financial Advisors LLC holds 2,446 shares of HEQT stock, worth $77,318. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,446
Previous 2,606
6.14%
Holding current value
$77,318
Previous $78.3 Million
2.43%
% of portfolio
0.04%
Previous 0.05%
Shares
4 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