Private Advisor Group, LLC Simplify Exchange Traded Fds H Transaction History
Private Advisor Group, LLC
- $17.4 Billion
- Q4 2024
A detailed history of Private Advisor Group, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Private Advisor Group, LLC holds 696,683 shares of HEQT stock, worth $21 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
696,683
Previous 884,372
21.22%
Holding current value
$21 Million
Previous $25.5 Million
19.58%
% of portfolio
0.12%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding HEQT
# of Institutions
39Shares Held
5.73MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$18.1 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16.1 Million2.23% of portfolio
-
Keudell517KShares$15.6 Million4.09% of portfolio
-
Cwm, LLC507KShares$15.3 Million0.06% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE416KShares$12.5 Million0.44% of portfolio