Meridian Wealth Management, LLC Simplify Exchange Traded Fds H Transaction History
Meridian Wealth Management, LLC
- $2.26 Billion
- Q2 2025
A detailed history of Meridian Wealth Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 119,112 shares of HEQT stock, worth $3.64 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
119,112
Previous 7,872
1413.11%
Holding current value
$3.64 Million
Previous $224,000
1497.77%
% of portfolio
0.16%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
7.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.2 Million0.01% 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