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 $5.91 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

197,148

Holding current value

$5.91 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

10.5M

Call Options Held

Put Options Held

Alpine Bank Wealth Management Grand Junction, CO

1.85M
Shares

$55.6 Million
8.5% of portfolio
Lpl Financial LLC Fort Mill, SC

1.21M
Shares

$36.2 Million
0.01% of portfolio
Keudell

840K
Shares

$25.2 Million
5.78% of portfolio
Private Advisor Group, LLC

820K
Shares

$24.6 Million
0.15% of portfolio
Cwm, LLC

540K
Shares

$16.2 Million
0.06% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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