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Simplify Hedged Equity ETF (NYSEARCA:HEQT) Shares Purchased by Orion Portfolio Solutions LLC

Orion Portfolio Solutions LLC boosted its position in Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) by 20.7% in the 4th quarter, Holdings Channel reports. The firm owned 174,942 shares of the company’s stock after acquiring an additional 30,001 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in Simplify Hedged Equity ETF were worth […]
Orion Portfolio Solutions Holdings Channel Stratos Wealth Advisors Atria Wealth Solutions Inc Wealthplan Investment Management Financial Enhancement Group

Flagship Harbor Advisors LLC Makes New Investment in Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Flagship Harbor Advisors LLC bought a new position in shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 114,310 shares of the company’s stock, valued at approximately $2,836,000. Flagship Harbor Advisors LLC owned approximately […]
Flagship Harbor Advisors Td Capital Management Advisor Group Holdings Inc Smith Moore Lionsbridge Wealth Management Simplify Hedged Equity

WealthPlan Investment Management LLC Reduces Stock Position in Simplify Hedged Equity ETF (NYSEARCA:HEQT)

WealthPlan Investment Management LLC reduced its holdings in Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) by 62.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 365,823 shares of the company’s stock after selling 596,506 shares during the period. Simplify Hedged Equity ETF […]
Orion Portfolio Solutions Company Profile Securities Exchange Commission Advisor Group Holdings Inc Wealthplan Investment Management A Davidson
Source: wkrb13.com

Orion Portfolio Solutions LLC Buys 3,919 Shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Orion Portfolio Solutions LLC increased its stake in shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT – Get Rating) by 25.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 19,158 shares of the company’s stock after purchasing an additional 3,919 shares during the quarter. Orion […]
Avantax Advisory Services Inc Brinker Capital Investments Lionsbridge Wealth Management Company Profile Wealthplan Investment Management Orion Portfolio Solutions

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