Lpl Financial LLC Simplify Exchange Traded Fds H Call Options Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
70Shares Held
7.86MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Keudell490KShares$15 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$10.8 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE319KShares$9.74 Million1.73% of portfolio