Sowell Financial Services LLC Simplify Exchange Traded Fds H Transaction History
Sowell Financial Services LLC
- $2.46 Billion
- Q3 2025
A detailed history of Sowell Financial Services LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Sowell Financial Services LLC holds 88,131 shares of HEQT stock, worth $2.75 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
88,131Holding current value
$2.75 Million% of portfolio
0.11%Shares
1 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