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 $4.28 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
139,806Holding current value
$4.28 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
7.3MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.2 Million0.01% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Keudell490KShares$15 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$10.8 Million0.0% of portfolio