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

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

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 14,694 shares of HEQT stock, worth $410,697. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,694
Previous 16,348 10.12%
Holding current value
$410,697
Previous $412,000 5.58%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
60
Shares Held
12.1M
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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