Encompass More Asset Management Simplify Exchange Traded Fds H Transaction History
Encompass More Asset Management
- $410 Million
- Q3 2025
A detailed history of Encompass More Asset Management transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Encompass More Asset Management holds 12,516 shares of HEQT stock, worth $390,374. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,516
              Previous 21,266
              
        
           41.15%
        
      
          
        Holding current value
$390,374
            Previous $639,000
            
        
           38.97%
        
      
          
        % of portfolio
0.1%
            Previous 0.19%
          
        Shares
	  6 transactions
	
  Others Institutions Holding HEQT
# of Institutions
81Shares Held
7.68MCall Options Held
0Put Options Held
0- 
    
      Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.4 Million1.48% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC628KShares$19.6 Million0.01% of portfolio
- 
    
      Cwm, LLC586KShares$18.3 Million0.06% of portfolio
- 
    
      Keudell490KShares$15.3 Million3.49% of portfolio
- 
    
      Envestnet Asset Management Inc355KShares$11.1 Million0.0% of portfolio