Principal Securities, Inc. Simplify Exchange Traded Fds H Transaction History
Principal Securities, Inc.
- $5.32 Trillion
- Q2 2025
A detailed history of Principal Securities, Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Principal Securities, Inc. holds 1,000 shares of HEQT stock, worth $30,980. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$30,980
Previous $29.5 Million
1.93%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
78Shares Held
7.73MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.4 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.5 Million0.01% of portfolio
-
Cwm, LLC576KShares$17.8 Million0.06% of portfolio
-
Keudell490KShares$15.2 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$11 Million0.0% of portfolio