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 $12.9 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

435,918

Previous 32,723 1232.15%

Holding current value

$12.9 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

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Financial Enhancement Group LLC Simplify Exchange Traded Fds H Transaction History