Envestnet Asset Management Inc Simplify Exchange Traded Fds H Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Envestnet Asset Management Inc holds 290,085 shares of HEQT stock, worth $8.31 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

290,085

Previous 120,784 140.17%

Holding current value

$8.31 Million

Previous $3.56 Million 132.87%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$28.48 - $30.52 $4.82 Million - $5.17 Million	169,301 Added 140.17%	290,085 $8.29 Million
Q4 2024 Feb 12, 2025	BUY	$28.73 - $30.22 $2.56 Million - $2.7 Million	89,198 Added 282.4%	120,784 $3.56 Million
Q3 2024 Nov 06, 2024	SELL	$26.73 - $28.88 $21,063 - $22,757	-788 Reduced 2.43%	31,586 $912,000
Q2 2024 Aug 08, 2024	SELL	$25.78 - $27.77 $756,127 - $814,494	-29,330 Reduced 47.53%	32,374 $895,000
Q1 2024 May 13, 2024	BUY	$25.16 - $26.49 $644,347 - $678,408	25,610 Added 70.95%	61,704 $1.63 Million
Q4 2023 Feb 13, 2024	SELL	$23.7 - $26.06 $981,985 - $1.08 Million	-41,434 Reduced 53.44%	36,094 $911,000
Q3 2023 Nov 13, 2023	SELL	$24.37 - $25.26 $78,447 - $81,311	-3,219 Reduced 3.99%	77,528 $1.89 Million
Q2 2023 Aug 04, 2023	BUY	$23.62 - $24.81 $313,815 - $329,625	13,286 Added 19.69%	80,747 $2 Million
Q1 2023 May 11, 2023	BUY	$22.46 - $23.72 $168,921 - $178,398	7,521 Added 12.55%	67,461 $1.59 Million
Q4 2022 Feb 07, 2023	SELL	$22.31 - $24.01 $2.8 Million - $3.02 Million	-125,662 Reduced 67.71%	59,940 $1.35 Million
Q3 2022 Nov 10, 2022	BUY	$22.79 - $24.17 $205,041 - $217,457	8,997 Added 5.09%	185,602 $4.23 Million
Q2 2022 Aug 03, 2022	BUY	$22.71 - $24.66 $2.99 Million - $3.25 Million	131,801 Added 294.17%	176,605 $4.06 Million
Q1 2022 May 04, 2022	BUY	$23.72 - $25.66 $1.06 Million - $1.15 Million	44,804 New	44,804 $1.1 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Account

Envestnet Asset Management Inc Simplify Exchange Traded Fds H Transaction History