Wealth Plan Partners, LLC Simplify Exchange Traded Fds E Transaction History
Wealth Plan Partners, LLC
- $552 Million
- Q2 2025
A detailed history of Wealth Plan Partners, LLC transactions in Simplify Exchange Traded Fds E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 107,206 shares of HIGH stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
107,206
Previous 160,649
33.27%
Holding current value
$0
Previous $3.52 Billion
100.0%
% of portfolio
0.0%
Previous 0.5%
Shares
6 transactions
Others Institutions Holding HIGH
# of Institutions
57Shares Held
4.89MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC828KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE556KShares$00.0% of portfolio
-
Beacon Capital Management, LLC543KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA463KShares$00.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$00.0% of portfolio