Stephens Inc Simplify Exchange Traded Fds H Transaction History
Stephens Inc
- $6.94 Billion
- Q2 2025
A detailed history of Stephens Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stephens Inc holds 269,709 shares of HEQT stock, worth $8.41 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
269,709
Previous 91,884
193.53%
Holding current value
$8.41 Million
Previous $2.63 Million
208.61%
% of portfolio
0.12%
Previous 0.04%
Shares
3 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