Private Advisor Group, LLC Simplify Exchange Traded Fds H Transaction History
Private Advisor Group, LLC
- $17.5 Billion
- Q2 2025
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 258,514 shares of HEQT stock, worth $8.06 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
258,514
Previous 819,883
68.47%
Holding current value
$8.06 Million
Previous $23.4 Million
66.85%
% of portfolio
0.04%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding HEQT
# of Institutions
82Shares Held
7.77MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.5 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.6 Million0.01% of portfolio
-
Cwm, LLC586KShares$18.3 Million0.06% of portfolio
-
Keudell490KShares$15.3 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$11.1 Million0.0% of portfolio