Proficio Capital Partners LLC Simplify Exchange Traded Fds H Transaction History
Proficio Capital Partners LLC
- $20.2 Billion
- Q2 2025
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 $320,172. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,470
Previous 10,470
-0.0%
Holding current value
$320,172
Previous $299,000
5.02%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
7.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$19.2 Million0.01% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Keudell490KShares$15 Million3.49% of portfolio
-
Envestnet Asset Management Inc355KShares$10.8 Million0.0% of portfolio