Pfg Investments, LLC Simplify Exchange Traded Fds H Transaction History

Pfg Investments, LLC

$1.71 Trillion
Q2 2025

A detailed history of Pfg Investments, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Pfg Investments, LLC holds 14,818 shares of HEQT stock, worth $453,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,818

Holding current value

$453,134

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$27.22 - $30.05 $403,345 - $445,280	14,818 New	14,818 $445 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

7.32M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

659K
Shares

$20.1 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

628K
Shares

$19.2 Million
0.01% of portfolio
Cwm, LLC

576K
Shares

$17.6 Million
0.06% of portfolio
Keudell

490K
Shares

$15 Million
3.49% of portfolio
Envestnet Asset Management Inc

355K
Shares

$10.8 Million
0.0% 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 Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Account

Pfg Investments, LLC Simplify Exchange Traded Fds H Transaction History