Proficio Capital Partners LLC Simplify Exchange Traded Fds H Transaction History
Proficio Capital Partners LLC
- $1.46 Trillion
- Q3 2025
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 $330,956. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,470
Previous 10,470
-0.0%
Holding current value
$330,956
Previous $327,000
99915.6%
% of portfolio
0.02%
Previous 0.02%
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