Financial Enhancement Group LLC Simplify Exchange Traded Fds H Transaction History

Financial Enhancement Group LLC

$569 Million
Q3 2024

A detailed history of Financial Enhancement Group LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Financial Enhancement Group LLC holds 435,918 shares of HEQT stock, worth $13 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

435,918

Previous 32,723 1232.15%

Holding current value

$13 Million

Previous $905,000 1291.05%

% of portfolio

2.21%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$26.73 - $28.88 $10.8 Million - $11.6 Million	403,195 Added 1232.15%	435,918 $12.6 Million
Q2 2024 Aug 02, 2024	BUY	$25.78 - $27.77 $104,151 - $112,190	4,040 Added 14.08%	32,723 $905,000
Q1 2024 Apr 15, 2024	SELL	$25.16 - $26.49 $220,477 - $232,131	-8,763 Reduced 23.4%	28,683 $759,000
Q4 2023 Jan 18, 2024	BUY	$23.7 - $26.06 $114,044 - $125,400	4,812 Added 14.75%	37,446 $945,000
Q3 2023 Oct 17, 2023	SELL	$24.37 - $25.26 $15,377 - $15,939	-631 Reduced 1.9%	32,634 $795,000
Q2 2023 Aug 10, 2023	SELL	$23.62 - $24.81 $9.51 Million - $9.99 Million	-402,653 Reduced 92.37%	33,265 $825,000
Q1 2023 May 17, 2023	BUY	$22.46 - $23.72 $1.55 Million - $1.64 Million	69,197 Added 18.87%	435,918 $10.3 Million
Q4 2022 Feb 09, 2023	SELL	$22.31 - $24.01 $8.8 Million - $9.47 Million	-394,392 Reduced 51.82%	366,721 $8.28 Million
Q3 2022 Oct 27, 2022	BUY	$22.79 - $24.17 $17.3 Million - $18.4 Million	761,113 New	761,113 $17.3 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

5.93M

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 Financial Enhancement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Enhancement Group LLC with notifications on news.

Account

Financial Enhancement Group LLC Simplify Exchange Traded Fds H Transaction History