Skyline Advisors, Inc. Simplify Exchange Traded Fds H Transaction History
Skyline Advisors, Inc.
- $300 Billion
- Q4 2025
Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
77Shares Held
6.3MCall 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