Atria Wealth Solutions, Inc. Simplify Exchange Traded Fds H Call Options Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
78Shares Held
7.73MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.7 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.7 Million0.01% of portfolio
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Cwm, LLC576KShares$18.1 Million0.06% of portfolio
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Keudell490KShares$15.4 Million3.49% of portfolio
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Envestnet Asset Management Inc355KShares$11.1 Million0.0% of portfolio