Lpl Financial LLC Simplify Exchange Traded Fds H Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 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 1,205,268 shares of HEQT stock, worth $36.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,205,268
Previous 1,086,617
10.92%
Holding current value
$36.3 Million
Previous $32 Million
7.53%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding HEQT
# of Institutions
71Shares Held
10.6MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$55.8 Million8.5% of portfolio
-
Keudell840KShares$25.3 Million5.78% of portfolio
-
Private Advisor Group, LLC820KShares$24.7 Million0.15% of portfolio
-
Cwm, LLC540KShares$16.3 Million0.06% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE535KShares$16.1 Million2.15% of portfolio