Cwm, LLC Simplify Exchange Traded Fds H Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

A detailed history of Cwm, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cwm, LLC holds 576,177 shares of HEQT stock, worth $17.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

576,177

Previous 540,212 6.66%

Holding current value

$17.8 Million

Previous $15.4 Million 12.16%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$27.22 - $30.05 $978,967 - $1.08 Million	35,965 Added 6.66%	576,177 $17.3 Million
Q1 2025 May 01, 2025	BUY	$28.48 - $30.52 $939,498 - $1.01 Million	32,988 Added 6.5%	540,212 $15.4 Million
Q4 2024 Feb 04, 2025	BUY	$28.73 - $30.22 $1.04 Million - $1.1 Million	36,337 Added 7.72%	507,224 $15 Million
Q3 2024 Oct 08, 2024	BUY	$26.73 - $28.88 $2.67 Million - $2.89 Million	99,908 Added 26.93%	470,887 $13.6 Million
Q2 2024 Jul 09, 2024	BUY	$25.78 - $27.77 $1.11 Million - $1.19 Million	42,883 Added 13.07%	370,979 $10.3 Million
Q1 2024 Apr 05, 2024	BUY	$25.16 - $26.49 $7.36 Million - $7.74 Million	292,363 Added 818.19%	328,096 $8.69 Million
Q4 2023 Feb 01, 2024	BUY	$23.7 - $26.06 $149,191 - $164,047	6,295 Added 21.38%	35,733 $903,000
Q3 2023 Oct 11, 2023	BUY	$24.37 - $25.26 $671,247 - $695,761	27,544 Added 1454.28%	29,438 $717,000
Q2 2023 Aug 03, 2023	BUY	$23.62 - $24.81 $44,736 - $46,990	1,894 New	1,894 $47,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

7.73M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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