Proficio Capital Partners LLC Simplify Exchange Traded Fds H Transaction History
Proficio Capital Partners LLC
- $1.19 Billion
- Q4 2024
A detailed history of Proficio Capital Partners LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Proficio Capital Partners LLC holds 10,470 shares of HEQT stock, worth $314,728. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,470
Previous 308,656
96.61%
Holding current value
$314,728
Previous $9.1 Million
96.62%
% of portfolio
0.03%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HEQT
# of Institutions
39Shares Held
5.86MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC697KShares$20.9 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$18 Million1.87% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE534KShares$16.1 Million2.23% of portfolio
-
Keudell517KShares$15.5 Million4.09% of portfolio
-
Cwm, LLC507KShares$15.2 Million0.06% of portfolio