Financial Enhancement Group LLC Simplify Exchange Traded Fds H Transaction History
Financial Enhancement Group LLC
- $559 Million
- Q4 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 59,946 shares of HEQT stock, worth $1.8 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
59,946
Previous 435,918
86.25%
Holding current value
$1.8 Million
Previous $12.6 Million
85.96%
% of portfolio
0.32%
Previous 2.21%
Shares
10 transactions
Others Institutions Holding HEQT
# of Institutions
39Shares Held
5.86MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC697KShares$20.9 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$18 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16.1 Million2.23% of portfolio
-
Keudell517KShares$15.5 Million4.09% of portfolio
-
Cwm, LLC507KShares$15.2 Million0.06% of portfolio