Lpl Financial LLC Simplify Exchange Traded Fds H Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Lpl Financial LLC holds 405,829 shares of HEQT stock, worth $12.8 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
405,829
Previous 628,224
35.4%
Holding current value
$12.8 Million
Previous $18.9 Million
32.84%
% of portfolio
0.0%
Previous 0.01%
Shares
9 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
-
Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio
-
Stephens Inc268KShares$8.47 Million0.11% of portfolio