Cgc Financial Services, LLC Simplify Exchange Traded Fds H Transaction History

Cgc Financial Services, LLC

$363 Billion
Q3 2025

A detailed history of Cgc Financial Services, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cgc Financial Services, LLC holds 3,115 shares of HEQT stock, worth $97,156. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,115

Holding current value

$97,156

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$30.02 - $31.27 $93,512 - $97,406	3,115 New	3,115 $97.3 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

7.77M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

659K
Shares

$20.5 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

628K
Shares

$19.6 Million
0.01% of portfolio
Cwm, LLC

586K
Shares

$18.3 Million
0.06% of portfolio
Keudell

490K
Shares

$15.3 Million
3.49% of portfolio
Envestnet Asset Management Inc

355K
Shares

$11.1 Million
0.0% of portfolio

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Cgc Financial Services, LLC Simplify Exchange Traded Fds H Transaction History