Foundations Investment Advisors, LLC Simplify Exchange Traded Fds H Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 6,944 shares of HEQT stock, worth $205,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,944
Previous 11,737 40.84%
Holding current value
$205,611
Previous $324,000 38.27%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$26.73 - $28.88 $128,116 - $138,421
-4,793 Reduced 40.84%
6,944 $200,000
Q2 2024

Aug 02, 2024
SELL
$25.78 - $27.77 $112,684 - $121,382
-4,371 Reduced 27.14%
11,737 $324,000
Q1 2024

May 13, 2024
BUY
$25.16 - $26.49 $405,277 - $426,700
16,108 New
16,108 $426,000

Others Institutions Holding HEQT

# of Institutions
39
Shares Held
5.93M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

HEQT Quotes by TradingView
  • Ticker HEQT
More about HEQT
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