Institutional shares held 5.88 Million
0 calls
0 puts
Total value of holdings $177M
$0 calls
$0 puts
# of Institutions 38


Latest Institutional Activity in HEQT

Top Purchases

Q4 2024
Wealth Plan Investment Management, LLC Shares Held: 600K ($18.1M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 416K ($12.5M)
Q4 2024
Lionsbridge Wealth Management LLC Shares Held: 176K ($5.29M)
Q4 2024
Stephens Inc Shares Held: 33.8K ($1.02M)
Q4 2024
Peterson Wealth Advisors, LLC Shares Held: 53.6K ($1.61M)

Top Sells

Q4 2024
Financial Enhancement Group LLC Shares Held: 59.9K ($1.8M)
Q4 2024
Wealth Plan Partners, LLC Shares Held: 534K ($16.1M)
Q4 2024
Keudell Shares Held: 517K ($15.5M)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 11.4K ($343K)
Q3 2024
Cetera Investment Advisers Shares Held: 31.2K ($938K)

About HEQT

Track Institutional and Insider Activities on HEQT

Follow SIMPLIFY EXCHANGE TRADED FDS H and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells HEQT shares.

Notify only if

Insider Trading

Get notified when an Simplify Exchange Traded Fds H insider buys or sells HEQT shares.

Notify only if

News

Receive news related to SIMPLIFY EXCHANGE TRADED FDS H

Track Activities on HEQT