Larson Financial Group LLC Simplify Exchange Traded Fds H Transaction History

Larson Financial Group LLC

$2.12 Billion
Q1 2025

A detailed history of Larson Financial Group LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Larson Financial Group LLC holds 2,015 shares of HEQT stock, worth $59,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,015

Holding current value

$59,140

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$28.48 - $30.52 $57,387 - $61,497	2,015 New	2,015 $57,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

10.5M

Call Options Held

Put Options Held

Alpine Bank Wealth Management Grand Junction, CO

1.85M
Shares

$54.4 Million
8.5% of portfolio
Lpl Financial LLC Fort Mill, SC

1.21M
Shares

$35.4 Million
0.01% of portfolio
Keudell

840K
Shares

$24.6 Million
5.78% of portfolio
Private Advisor Group, LLC

820K
Shares

$24.1 Million
0.15% of portfolio
Cwm, LLC

540K
Shares

$15.9 Million
0.06% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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Larson Financial Group LLC Simplify Exchange Traded Fds H Transaction History