A detailed history of Ameritas Advisory Services, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 324,992 shares of HEQT stock, worth $9.8 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
324,992
Previous 424,418 23.43%
Holding current value
$9.8 Million
Previous $11.7 Million 20.08%
% of portfolio
0.42%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$26.73 - $28.88 $2.66 Million - $2.87 Million
-99,426 Reduced 23.43%
324,992 $9.39 Million
Q2 2024

Jul 29, 2024

BUY
$25.78 - $27.77 $112,014 - $120,660
4,345 Added 1.03%
424,418 $11.7 Million
Q1 2024

May 14, 2024

BUY
$25.16 - $26.49 $8.27 Million - $8.71 Million
328,616 Added 359.31%
420,073 $11.1 Million
Q4 2023

Feb 14, 2024

SELL
$23.7 - $26.06 $8.44 Million - $9.28 Million
-356,284 Reduced 79.57%
91,457 $2.31 Million
Q3 2023

Nov 13, 2023

BUY
$24.37 - $25.26 $1.99 Million - $2.06 Million
81,486 Added 22.25%
447,741 $10.9 Million
Q2 2023

Jul 25, 2023

BUY
$23.62 - $24.81 $2.24 Million - $2.35 Million
94,740 Added 34.89%
366,255 $9.09 Million
Q1 2023

Apr 28, 2023

SELL
$22.46 - $23.72 $3.21 Million - $3.39 Million
-142,847 Reduced 34.47%
271,515 $6.42 Million
Q4 2022

Feb 10, 2023

BUY
$22.31 - $24.01 $9.24 Million - $9.95 Million
414,362 New
414,362 $9.35 Million

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
Track This Portfolio

Track Ameritas Advisory Services, LLC Portfolio

Follow Ameritas Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.