Wells Fargo & Company Simplify Exchange Traded Fds H Transaction History

Wells Fargo & Company

$507 Billion
Q3 2025

A detailed history of Wells Fargo & Company transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wells Fargo & Company holds 650 shares of HEQT stock, worth $20,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares

650

Holding current value

$20,546

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$30.02 - $31.27 $19,513 - $20,325	650 New	650 $20,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.32M

Call Options Held

Put Options Held

Wealth Plan Investment Management, LLC Omaha, NE

654K
Shares

$20.7 Million
1.48% of portfolio
Cwm, LLC

586K
Shares

$18.5 Million
0.06% of portfolio
Keudell

490K
Shares

$15.5 Million
3.49% of portfolio
Lpl Financial LLC Fort Mill, SC

406K
Shares

$12.8 Million
0.0% of portfolio
Wealth Plan Partners, LLC Omaha, NE

325K
Shares

$10.3 Million
1.72% of portfolio

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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