Financial Enhancement Group LLC Simplify Exchange Traded Fds H Transaction History
Financial Enhancement Group LLC
- $545 Million
- Q1 2024
A detailed history of Financial Enhancement Group LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Financial Enhancement Group LLC holds 28,683 shares of HEQT stock, worth $801,689. This represents 0.14% of its overall portfolio holdings.
Number of Shares
28,683
Previous 37,446
23.4%
Holding current value
$801,689
Previous $945,000
19.68%
% of portfolio
0.14%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding HEQT
# of Institutions
59Shares Held
12MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP5.1MShares$142 Million13.1% of portfolio
-
Townsquare Capital LLC855KShares$23.9 Million0.34% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE542KShares$15.1 Million1.49% of portfolio
-
Orion Portfolio Solutions, LLC542KShares$15.1 Million0.16% of portfolio
-
Keudell428KShares$12 Million3.44% of portfolio