Concourse Financial Group Securities, Inc. Simplify Exchange Traded Fds H Call Options Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.81M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

654K
Shares

$20.8 Million
1.48% of portfolio
Cwm, LLC

586K
Shares

$18.7 Million
0.06% of portfolio
Keudell

490K
Shares

$15.6 Million
3.49% of portfolio
Lpl Financial LLC Fort Mill, SC

406K
Shares

$12.9 Million
0.0% of portfolio
Wealth Plan Partners, LLC Omaha, NE

325K
Shares

$10.3 Million
1.72% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.

Account