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
82Shares Held
7.77MCall 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