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 $203,320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,944
Previous 11,737 40.84%
Holding current value
$203,320
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
42
Shares Held
5.65M
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email