Wealth Plan Partners, LLC Simplify Exchange Traded Fds H Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 545,585 shares of HEQT stock, worth $15.9 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
545,585
Previous 541,933
0.67%
Holding current value
$15.9 Million
Previous $14.4 Billion
5.16%
% of portfolio
1.62%
Previous 1.49%
Shares
7 transactions
Others Institutions Holding HEQT
# of Institutions
43Shares Held
5.65MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.9 Million0.16% of portfolio
-
Keudell506KShares$14.8 Million4.1% of portfolio
-
Cwm, LLC471KShares$13.8 Million0.06% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.4 Million0.46% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.5 Million1.62% of portfolio