Belpointe Asset Management LLC Simplify Exchange Traded Fds H Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
A detailed history of Belpointe Asset Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Belpointe Asset Management LLC holds 139,806 shares of HEQT stock, worth $4.36 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
139,806Holding current value
$4.36 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
80Shares Held
7.67MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.4 Million1.48% 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