Wealth Plan Partners, LLC Simplify Exchange Traded Fds H Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 541,933 shares of HEQT stock, worth $15.1 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
541,933
Previous 547,298
0.98%
Holding current value
$15.1 Million
Previous $13.8 Billion
3.84%
% of portfolio
1.49%
Previous 1.42%
Shares
6 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
-
Orion Portfolio Solutions, LLC542KShares$15.1 Million0.16% of portfolio
-
Keudell428KShares$12 Million3.44% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE420KShares$11.7 Million0.46% of portfolio