Commonwealth Equity Services, LLC Simplify Exchange Traded Fds H Transaction History
Commonwealth Equity Services, LLC
- $75.7 Billion
- Q2 2025
A detailed history of Commonwealth Equity Services, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 34,055 shares of HEQT stock, worth $1.04 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34,055
Previous 36,985
7.92%
Holding current value
$1.04 Million
Previous $1.06 Million
3.22%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
7.32MCall 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