A detailed history of Golden State Wealth Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 5,158 shares of HEQT stock, worth $147,415. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,158
Previous 10,316 50.0%
Holding current value
$147,415
Previous $294,000 50037.76%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$28.48 - $30.52 $146,899 - $157,422
-5,158 Reduced 50.0%
5,158 $147 Million
Q1 2025

Apr 23, 2025

BUY
$28.48 - $30.52 $293,799 - $314,844
10,316 New
10,316 $294,000

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.