Creative One Wealth, LLC Simplify Exchange Traded Fds H Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,064 shares of HEQT stock, worth $252,322. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,064

Holding current value

$252,322

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$27.22 - $30.05 $219,502 - $242,323	8,064 New	8,064 $242,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

7.73M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

659K
Shares

$20.6 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

628K
Shares

$19.7 Million
0.01% of portfolio
Cwm, LLC

576K
Shares

$18 Million
0.06% of portfolio
Keudell

490K
Shares

$15.3 Million
3.49% of portfolio
Envestnet Asset Management Inc

355K
Shares

$11.1 Million
0.0% of portfolio

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Creative One Wealth, LLC Simplify Exchange Traded Fds H Transaction History