Stratos Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History
Stratos Wealth Advisors, LLC
- $1.82 Billion
- Q2 2025
A detailed history of Stratos Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 54,497 shares of HEQT stock, worth $1.7 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
54,497
Previous 140,793
61.29%
Holding current value
$1.7 Million
Previous $4.02 Million
59.31%
% of portfolio
0.09%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding HEQT
# of Institutions
80Shares Held
7.67MCall 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