Lpl Financial LLC Simplify Exchange Traded Fds H Call Options Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
77Shares Held
6.47MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
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Cwm, LLC605KShares$19.1 Million0.05% of portfolio
-
Keudell490KShares$15.5 Million3.49% of portfolio
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Leo Wealth, LLC Hurst, TX332KShares$10.5 Million0.77% of portfolio
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Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio