Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds H Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 364,049 shares of HEQT stock, worth $10.2 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
364,049
Previous 355,135
2.51%
Holding current value
$10.2 Million
Previous $8.97 Million
7.5%
% of portfolio
1.63%
Previous 1.49%
Shares
9 transactions
Others Institutions Holding HEQT
# of Institutions
59Shares Held
12MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP5.1MShares$142 Million13.1% of portfolio
-
Townsquare Capital LLC855KShares$23.9 Million0.34% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE542KShares$15.1 Million1.49% of portfolio
-
Orion Portfolio Solutions, LLC542KShares$15.1 Million0.16% of portfolio
-
Keudell428KShares$12 Million3.44% of portfolio