Captrust Financial Advisors Simplify Exchange Traded Fds H Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Captrust Financial Advisors holds 73,632 shares of HEQT stock, worth $2.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
73,632
Previous 74,105 0.64%
Holding current value
$2.06 Million
Previous $1.87 Million 4.22%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$25.16 - $26.49 $11,900 - $12,529
-473 Reduced 0.64%
73,632 $1.95 Million
Q4 2023

Feb 14, 2024
SELL
$23.7 - $26.06 $34,625 - $38,073
-1,461 Reduced 1.93%
74,105 $1.87 Million
Q3 2023

Nov 14, 2023
SELL
$24.37 - $25.26 $98,649 - $102,252
-4,048 Reduced 5.08%
75,566 $1.84 Million
Q2 2023

Aug 14, 2023
SELL
$23.62 - $24.81 $6.34 Million - $6.66 Million
-268,276 Reduced 77.12%
79,614 $1.98 Million
Q1 2023

May 15, 2023
SELL
$22.46 - $23.72 $9.52 Million - $10.1 Million
-423,873 Reduced 54.92%
347,890 $8.22 Million
Q4 2022

Feb 15, 2023
BUY
$22.31 - $24.01 $17.2 Million - $18.5 Million
771,763 New
771,763 $17.4 Million

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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