Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds H Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 359,562 shares of HEQT stock, worth $10.4 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
359,562
Previous 364,049
1.23%
Holding current value
$10.4 Million
Previous $9.64 Million
3.17%
% of portfolio
1.62%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.8 Million1.62% of portfolio
-
Keudell506KShares$14.6 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.3 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC315KShares$9.1 Million0.0% of portfolio