Evolution Wealth Management Inc. Simplify Exchange Traded Fds H Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 57,677 shares of HEQT stock, worth $1.82 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
57,677Holding current value
$1.82 Million% of portfolio
1.85%Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
76Shares Held
6.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
-
Cwm, LLC586KShares$18.5 Million0.06% of portfolio
-
Keudell490KShares$15.5 Million3.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio