Atria Wealth Solutions, Inc. Simplify Exchange Traded Fds H Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,010 shares of HEQT stock, worth $244,144. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,010

Previous 9,763 17.96%

Holding current value

$244,144

Previous $279,000 13.98%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$27.22 - $30.05 $47,716 - $52,677	-1,753 Reduced 17.96%	8,010 $240,000
Q1 2025 May 09, 2025	SELL	$28.48 - $30.52 $46,992 - $50,358	-1,650 Reduced 14.46%	9,763 $279,000
Q4 2024 Jan 31, 2025	SELL	$28.73 - $30.22 $75,990 - $79,931	-2,645 Reduced 18.81%	11,413 $336,000
Q3 2024 Nov 08, 2024	SELL	$26.73 - $28.88 $6,548 - $7,075	-245 Reduced 1.71%	14,058 $405,000
Q2 2024 Jul 22, 2024	SELL	$25.78 - $27.77 $10,079 - $10,858	-391 Reduced 2.66%	14,303 $395,000
Q1 2024 May 13, 2024	SELL	$25.16 - $26.49 $41,614 - $43,814	-1,654 Reduced 10.12%	14,694 $389,000
Q4 2023 Feb 02, 2024	BUY	$23.7 - $26.06 $138,550 - $152,346	5,846 Added 55.67%	16,348 $412,000
Q3 2023 Nov 08, 2023	BUY	$24.37 - $25.26 $255,933 - $265,280	10,502 New	10,502 $255,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

8.59M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Atria Wealth Solutions, Inc. Simplify Exchange Traded Fds H Transaction History