Principal Securities, Inc. Simplify Exchange Traded Fds H Transaction History
Principal Securities, Inc.
- $6.07 Trillion
- Q3 2025
A detailed history of Principal Securities, Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Principal Securities, Inc. holds 1,545 shares of HEQT stock, worth $48,837. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,545
Previous 1,000
54.5%
Holding current value
$48,837
Previous $30.1 Million
60.6%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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