Nbc Securities, Inc. Simplify Exchange Traded Fds H Transaction History

Nbc Securities, Inc.

$1.23 Billion
Q3 2025

A detailed history of Nbc Securities, Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Nbc Securities, Inc. holds 39,997 shares of HEQT stock, worth $1.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

39,997

Holding current value

$1.26 Million

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$30.02 - $31.27 $1.2 Million - $1.25 Million	39,997 New	39,997 $1.25 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.31M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

654K
Shares

$20.7 Million
1.48% of portfolio
Cwm, LLC

586K
Shares

$18.5 Million
0.06% of portfolio
Keudell

490K
Shares

$15.5 Million
3.49% of portfolio
Lpl Financial LLC Fort Mill, SC

406K
Shares

$12.8 Million
0.0% of portfolio
Wealth Plan Partners, LLC Omaha, NE

325K
Shares

$10.3 Million
1.72% of portfolio

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Ticker HEQT

More about HEQT

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Nbc Securities, Inc. Simplify Exchange Traded Fds H Transaction History