Resources Investment Advisors, Llc. Simplify Exchange Traded Fds H Call Options Transaction History
Resources Investment Advisors, Llc.
- $8.93 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding HEQT
# of Institutions
78Shares Held
6.32MCall Options Held
0Put Options Held
0-
Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.7 Million1.48% of portfolio
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Cwm, LLC586KShares$18.5 Million0.06% of portfolio
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Keudell490KShares$15.5 Million3.49% of portfolio
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Lpl Financial LLC Fort Mill, SC406KShares$12.8 Million0.0% of portfolio
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Wealth Plan Partners, LLC Omaha, NE325KShares$10.3 Million1.72% of portfolio