Fundamentun, LLC Simplify Exchange Traded Fds H Transaction History
Fundamentun, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Fundamentun, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Fundamentun, LLC holds 11,643 shares of HEQT stock, worth $368,035. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,643
Previous 290,978
96.0%
Holding current value
$368,035
Previous $8.74 Million
95.85%
% of portfolio
0.02%
Previous 0.44%
Shares
3 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