Valued Wealth Advisors LLC Simplify Exchange Traded Fds H Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding HEQT
# of Institutions
70Shares Held
8.45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.7 Million0.01% of portfolio
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Private Advisor Group, LLC820KShares$25 Million0.15% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE659KShares$20.1 Million1.56% of portfolio
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Cwm, LLC576KShares$17.6 Million0.06% of portfolio
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Keudell490KShares$14.9 Million3.49% of portfolio