Fundamentun, LLC Simplify Exchange Traded Fds H Transaction History

Fundamentun, LLC

$1.73 Billion
Q1 2025

A detailed history of Fundamentun, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Fundamentun, LLC holds 197,148 shares of HEQT stock, worth $5.64 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

197,148

Holding current value

$5.64 Million

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$28.48 - $30.52 $5.61 Million - $6.02 Million	197,148 New	197,148 $5.63 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

9.68M

Call Options Held

Put Options Held

Alpine Bank Wealth Management Grand Junction, CO

1.85M
Shares

$53 Million
8.5% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$31.1 Million
0.01% of portfolio
Keudell

840K
Shares

$24 Million
5.78% of portfolio
Private Advisor Group, LLC

697K
Shares

$19.9 Million
0.12% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

600K
Shares

$17.2 Million
1.87% of portfolio

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 Fundamentun, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fundamentun, LLC with notifications on news.

Account