Evolution Wealth Management Inc. Simplify Exchange Traded Fds H Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 57,677 shares of HEQT stock, worth $1.8 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
57,677Holding current value
$1.8 Million% of portfolio
1.85%Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
82Shares Held
7.77MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.5 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.6 Million0.01% of portfolio
-
Cwm, LLC586KShares$18.3 Million0.06% of portfolio
-
Keudell490KShares$15.3 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$11.1 Million0.0% of portfolio