Lionsbridge Wealth Management LLC Simplify Exchange Traded Fds H Transaction History
Lionsbridge Wealth Management LLC
- $127 Million
- Q1 2024
A detailed history of Lionsbridge Wealth Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 93,157 shares of HEQT stock, worth $2.6 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
93,157
Previous 93,253
0.1%
Holding current value
$2.6 Million
Previous $2.36 Million
4.76%
% of portfolio
1.95%
Previous 1.9%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
59Shares Held
12MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP5.1MShares$142 Million13.1% of portfolio
-
Townsquare Capital LLC855KShares$23.9 Million0.34% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE542KShares$15.1 Million1.49% of portfolio
-
Orion Portfolio Solutions, LLC542KShares$15.1 Million0.16% of portfolio
-
Keudell428KShares$12 Million3.44% of portfolio