Stephens Inc Simplify Exchange Traded Fds H Transaction History
Stephens Inc
- $7.43 Billion
- Q3 2025
A detailed history of Stephens Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stephens Inc holds 268,044 shares of HEQT stock, worth $8.36 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
268,044
              Previous 269,709
              
        
           0.62%
        
      
          
        Holding current value
$8.36 Million
            Previous $8.1 Million
            
        
           3.32%
        
      
          
        % of portfolio
0.11%
            Previous 0.12%
          
        Shares
	  4 transactions
	
  Others Institutions Holding HEQT
# of Institutions
81Shares Held
7.68MCall Options Held
0Put Options Held
0- 
    
      Wealth Plan Investment Management, LLC Omaha, NE654KShares$20.4 Million1.48% 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