Pfg Advisors Simplify Exchange Traded Fds H Transaction History
Pfg Advisors
- $3 Billion
- Q2 2025
A detailed history of Pfg Advisors transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Pfg Advisors holds 21,720 shares of HEQT stock, worth $664,197. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,720
Previous 23,709
8.39%
Holding current value
$664,197
Previous $677,000
3.69%
% of portfolio
0.02%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
7.3MCall 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