Steward Partners Investment Advisory, LLC Simplify Exchange Traded Fds H Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 174,668 shares of HEQT stock, worth $5.02 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
174,668
Previous 126,860
37.69%
Holding current value
$5.02 Million
Previous $3.36 Million
43.84%
% of portfolio
0.05%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.7 Million1.62% of portfolio
-
Keudell506KShares$14.5 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.2 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.3 Million1.62% of portfolio