A detailed history of Encompass More Asset Management transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Encompass More Asset Management holds 12,516 shares of HEQT stock, worth $390,374. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,516
Previous 21,266 41.15%
Holding current value
$390,374
Previous $639,000 38.97%
% of portfolio
0.1%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
$30.02 - $31.27 $262,675 - $273,612
-8,750 Reduced 41.15%
12,516 $390,000
Q2 2025

Aug 07, 2025

SELL
$27.22 - $30.05 $229,791 - $253,682
-8,442 Reduced 28.42%
21,266 $639,000
Q1 2025

May 09, 2025

BUY
$28.48 - $30.52 $846,083 - $906,688
29,708 New
29,708 $849 Million
Q2 2024

Jul 26, 2024

SELL
$25.78 - $27.77 $5,130 - $5,526
-199 Reduced 2.45%
7,915 $219 Million
Q1 2024

May 10, 2024

SELL
$25.16 - $26.49 $41,186 - $43,364
-1,637 Reduced 16.79%
8,114 $215 Million
Q4 2023

Feb 15, 2024

BUY
$23.7 - $26.06 $231,098 - $254,111
9,751 New
9,751 $246 Million

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
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