Davenport & CO LLC Simplify Exchange Traded Fds H Transaction History

Davenport & CO LLC

$17.5 Billion
Q3 2025

A detailed history of Davenport & CO LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Davenport & CO LLC holds 8,021 shares of HEQT stock, worth $253,543. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,021

Holding current value

$253,543

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$30.02 - $31.27 $240,790 - $250,816	8,021 New	8,021 $250,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.32M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

654K
Shares

$20.7 Million
1.48% of portfolio
Cwm, LLC

586K
Shares

$18.5 Million
0.06% of portfolio
Keudell

490K
Shares

$15.5 Million
3.49% of portfolio
Lpl Financial LLC Fort Mill, SC

406K
Shares

$12.8 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

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