Parallel Advisors, LLC Simplify Exchange Traded Fds H Transaction History

Parallel Advisors, LLC

$5.28 Billion
Q3 2025

A detailed history of Parallel Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Parallel Advisors, LLC holds 75,022 shares of HEQT stock, worth $2.37 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

75,022

Holding current value

$2.37 Million

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$30.02 - $31.27 $2.25 Million - $2.35 Million	75,022 New	75,022 $2.34 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

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parallel Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parallel Advisors, LLC with notifications on news.

Account

Parallel Advisors, LLC Simplify Exchange Traded Fds H Transaction History