Stratos Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History
Stratos Wealth Advisors, LLC
- $1.98 Billion
- Q3 2025
A detailed history of Stratos Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 60,127 shares of HEQT stock, worth $1.9 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
60,127
Previous 54,497
10.33%
Holding current value
$1.9 Million
Previous $1.64 Million
14.72%
% of portfolio
0.1%
Previous 0.09%
Shares
10 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