Lionsbridge Wealth Management LLC Simplify Exchange Traded Fds H Transaction History

Lionsbridge Wealth Management LLC

  • $87.5 Million
  • Q2 2025

A detailed history of Lionsbridge Wealth Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 23,019 shares of HEQT stock, worth $703,921. This represents 0.79% of its overall portfolio holdings.

Number of Shares
23,019
Previous 164,572 86.01%
Holding current value
$703,921
Previous $4.7 Million 85.31%
% of portfolio
0.79%
Previous 4.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$27.22 - $30.05 $3.85 Million - $4.25 Million
-141,553 Reduced 86.01%
23,019 $691,000
Q1 2025

May 14, 2025
SELL
$28.48 - $30.52 $317,238 - $339,962
-11,139 Reduced 6.34%
164,572 $4.7 Million
Q4 2024

Jan 16, 2025
BUY
$28.73 - $30.22 $1.46 Million - $1.54 Million
50,881 Added 40.76%
175,711 $5.18 Million
Q3 2024

Nov 01, 2024
BUY
$26.73 - $28.88 $766,937 - $828,624
28,692 Added 29.84%
124,830 $3.61 Million
Q2 2024

Jul 15, 2024
BUY
$25.78 - $27.77 $76,850 - $82,782
2,981 Added 3.2%
96,138 $2.66 Million
Q1 2024

May 02, 2024
SELL
$25.16 - $26.49 $2,415 - $2,543
-96 Reduced 0.1%
93,157 $2.47 Million
Q4 2023

Jan 12, 2024
BUY
$23.7 - $26.06 $1.49 Million - $1.64 Million
62,978 Added 208.02%
93,253 $2.36 Million
Q3 2023

Oct 17, 2023
SELL
$24.37 - $25.26 $3,850 - $3,991
-158 Reduced 0.52%
30,275 $737,000
Q2 2023

Jul 31, 2023
SELL
$23.62 - $24.81 $81,725 - $85,842
-3,460 Reduced 10.21%
30,433 $755,000
Q1 2023

May 08, 2023
BUY
$22.46 - $23.72 $42,471 - $44,854
1,891 Added 5.91%
33,893 $800,000
Q4 2022

Feb 06, 2023
BUY
$22.31 - $24.01 $713,964 - $768,368
32,002 New
32,002 $722,000

Others Institutions Holding HEQT

# of Institutions
79
Shares Held
7.72M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

HEQT Quotes by TradingView
  • Ticker HEQT
More about HEQT
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