Arq Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History

Arq Wealth Advisors, LLC

  • $263 Million
  • Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 240,950 shares of HEQT stock, worth $7.26 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
240,950
Previous 241,981 0.43%
Holding current value
$7.26 Million
Previous $7.13 Million 3.46%
% of portfolio
2.62%
Previous 2.8%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$28.48 - $30.52 $29,362 - $31,466
-1,031 Reduced 0.43%
240,950 $6.89 Million
Q4 2024

Feb 19, 2025
BUY
$28.73 - $30.22 $65,274 - $68,659
2,272 Added 0.95%
241,981 $7.13 Million
Q3 2024

Nov 05, 2024
BUY
$26.73 - $28.88 $83,237 - $89,932
3,114 Added 1.32%
239,709 $6.92 Million
Q2 2024

Aug 02, 2024
BUY
$25.78 - $27.77 $131,735 - $141,904
5,110 Added 2.21%
236,595 $6.55 Million
Q1 2024

May 23, 2024
BUY
$25.16 - $26.49 $897,230 - $944,659
35,661 Added 18.21%
231,485 $6.13 Million
Q4 2023

Feb 26, 2024
BUY
$23.7 - $26.06 $514,290 - $565,502
21,700 Added 12.46%
195,824 $4.95 Million
Q3 2023

Nov 30, 2023
SELL
$24.37 - $25.26 $99,380 - $103,010
-4,078 Reduced 2.29%
174,124 $4.24 Million
Q2 2023

Aug 18, 2023
BUY
$23.62 - $24.81 $3.7 Million - $3.88 Million
156,583 Added 724.28%
178,202 $4.42 Million
Q1 2023

May 09, 2023
BUY
$22.46 - $23.72 $485,562 - $512,802
21,619 New
21,619 $510,000

Others Institutions Holding HEQT

# of Institutions
72
Shares Held
8.77M
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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