Flagship Harbor Advisors, LLC Simplify Exchange Traded Fds H Transaction History
Flagship Harbor Advisors, LLC
- $1.52 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.7 Million1.62% of portfolio
-
Keudell506KShares$14.5 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.2 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.3 Million1.62% of portfolio