Ae Wealth Management LLC Simplify Exchange Traded Fds H Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Ae Wealth Management LLC holds 9,969 shares of HEQT stock, worth $285,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,969

Holding current value

$285,412

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$28.73 - $30.22 $286,409 - $301,263	9,969 New	9,969 $293,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

Alpine Bank Wealth Management Grand Junction, CO

1.85M
Shares

$53 Million
8.5% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$31.1 Million
0.01% of portfolio
Keudell

840K
Shares

$24 Million
5.78% of portfolio
Private Advisor Group, LLC

697K
Shares

$19.9 Million
0.12% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

600K
Shares

$17.2 Million
1.87% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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Ae Wealth Management LLC Simplify Exchange Traded Fds H Transaction History