Bay Rivers Group Simplify Exchange Traded Fds H Transaction History
Bay Rivers Group
- $223 Million
- Q3 2025
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 16,564 shares of HEQT stock, worth $523,588. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,564
Previous 14,469
14.48%
Holding current value
$523,588
Previous $434,000
19.12%
% of portfolio
0.23%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding HEQT
# of Institutions
76Shares Held
6.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
-
Cwm, LLC586KShares$18.5 Million0.06% of portfolio
-
Keudell490KShares$15.5 Million3.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio