Leo Wealth, LLC Simplify Exchange Traded Fds H Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Leo Wealth, LLC holds 151,944 shares of HEQT stock, worth $4.67 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

151,944

Holding current value

$4.67 Million

% of portfolio

0.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$27.22 - $30.05 $4.14 Million - $4.57 Million	151,944 New	151,944 $4.57 Billion

Others Institutions Holding HEQT

# of Institutions

Shares Held

7.72M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

659K
Shares

$20.2 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

628K
Shares

$19.3 Million
0.01% of portfolio
Cwm, LLC

576K
Shares

$17.7 Million
0.06% of portfolio
Keudell

490K
Shares

$15 Million
3.49% of portfolio
Envestnet Asset Management Inc

355K
Shares

$10.9 Million
0.0% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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