Belpointe Asset Management LLC Simplify Exchange Traded Fds H Call Options Transaction History
Belpointe Asset Management LLC
- $2.32 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding HEQT
# of Institutions
79Shares Held
7.53MCall 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