Proficio Capital Partners LLC Simplify Exchange Traded Fds H Transaction History
Proficio Capital Partners LLC
- $969 Million
- Q3 2024
A detailed history of Proficio Capital Partners LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Proficio Capital Partners LLC holds 10,470 shares of HEQT stock, worth $306,142. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,470
Previous 10,470
-0.0%
Holding current value
$306,142
Previous $289,000
4.5%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
39Shares Held
5.93MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.9 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE564KShares$16.5 Million2.19% of portfolio
-
Keudell519KShares$15.2 Million4.09% of portfolio
-
Cwm, LLC471KShares$13.8 Million0.06% of portfolio
-
Financial Enhancement Group LLC Anderson, IN436KShares$12.7 Million2.21% of portfolio