Fundamentun, LLC Simplify Exchange Traded Fds H Transaction History
Fundamentun, LLC
- $1.98 Billion
- Q2 2025
A detailed history of Fundamentun, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Fundamentun, LLC holds 290,978 shares of HEQT stock, worth $8.94 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
290,978
Previous 197,148
47.59%
Holding current value
$8.94 Million
Previous $5.63 Million
55.18%
% of portfolio
0.44%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
79Shares Held
7.72MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.2 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.3 Million0.01% of portfolio
-
Cwm, LLC576KShares$17.7 Million0.06% of portfolio
-
Keudell490KShares$15 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$10.9 Million0.0% of portfolio