Bay Rivers Group Simplify Exchange Traded Fds H Transaction History

Bay Rivers Group

$202 Million
Q4 2024

A detailed history of Bay Rivers Group transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Bay Rivers Group holds 13,000 shares of HEQT stock, worth $391,170. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,000

Holding current value

$391,170

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$28.73 - $30.22 $373,490 - $392,860	13,000 New	13,000 $383,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

5.73M

Call Options Held

Put Options Held

Private Advisor Group, LLC

697K
Shares

$21 Million
0.12% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

600K
Shares

$18.1 Million
1.87% of portfolio
Wealth Plan Partners, LLC Omaha, NE

534K
Shares

$16.1 Million
2.23% of portfolio
Keudell

517K
Shares

$15.5 Million
4.09% of portfolio
Cwm, LLC

507K
Shares

$15.3 Million
0.06% of portfolio

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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