Dhjj Financial Advisors, Ltd. Simplify Exchange Traded Fds H Transaction History
Dhjj Financial Advisors, Ltd.
- $242 Million
- Q2 2025
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 20 shares of HEQT stock, worth $611. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 20
-0.0%
Holding current value
$611
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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