Farther Finance Advisors, LLC Simplify Exchange Traded Fds H Transaction History
Farther Finance Advisors, LLC
- $5 Trillion
- Q2 2025
A detailed history of Farther Finance Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 165,494 shares of HEQT stock, worth $5.06 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
165,494
Previous 169,796
2.53%
Holding current value
$5.06 Million
Previous $4.86 Billion
2.37%
% of portfolio
0.1%
Previous 0.12%
Shares
2 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