Stephens Inc Simplify Exchange Traded Fds H Transaction History

Stephens Inc

$6.84 Billion
Q4 2024

A detailed history of Stephens Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stephens Inc holds 33,785 shares of HEQT stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,785

Holding current value

$1.02 Million

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$28.73 - $30.22 $970,643 - $1.02 Million	33,785 New	33,785 $995,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

5.88M

Call Options Held

Put Options Held

Private Advisor Group, LLC

697K
Shares

$21 Million
0.12% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

600K
Shares

$18.1 Million
1.87% of portfolio
Wealth Plan Partners, LLC Omaha, NE

534K
Shares

$16.1 Million
2.23% of portfolio
Keudell

517K
Shares

$15.5 Million
4.09% of portfolio
Cwm, LLC

471K
Shares

$14.2 Million
0.06% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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