Wealth Plan Partners, LLC Simplify Exchange Traded Fds E Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Simplify Exchange Traded Fds E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 107,873 shares of HIGH stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
107,873
Previous 107,206
0.62%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding HIGH
# of Institutions
55Shares Held
5.24MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC846KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE560KShares$00.0% of portfolio
-
Beacon Capital Management, LLC536KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA521KShares$00.2% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT348KShares$00.0% of portfolio