Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History

Harmony Asset Management LLC

$290 Billion
Q3 2025

A detailed history of Harmony Asset Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Harmony Asset Management LLC holds 135,762 shares of HEQT stock, worth $4.29 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

135,762

Previous 134,242 1.13%

Holding current value

$4.29 Million

Previous $4.03 Billion 5.13%

% of portfolio

1.46%

Previous 1.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$30.02 - $31.27 $45,630 - $47,530	1,520 Added 1.13%	135,762 $4.24 Billion
Q2 2025 Aug 14, 2025	SELL	$27.22 - $30.05 $20,741 - $22,898	-762 Reduced 0.56%	134,242 $4.03 Billion
Q1 2025 May 01, 2025	BUY	$28.48 - $30.52 $235,956 - $252,858	8,285 Added 6.54%	135,004 $3.86 Billion
Q4 2024 Feb 14, 2025	BUY	$28.73 - $30.22 $1.43 Million - $1.5 Million	49,792 Added 64.73%	126,719 $3.74 Billion
Q3 2024 Nov 13, 2024	BUY	$26.73 - $28.88 $497,311 - $537,312	18,605 Added 31.9%	76,927 $2.22 Billion
Q2 2024 Aug 14, 2024	BUY	$25.78 - $27.77 $199,820 - $215,245	7,751 Added 15.33%	58,322 $1.61 Billion
Q1 2024 May 14, 2024	BUY	$25.16 - $26.49 $1.02 Million - $1.07 Million	40,564 Added 405.36%	50,571 $1.34 Billion
Q4 2023 Feb 08, 2024	BUY	$23.7 - $26.06 $237,165 - $260,782	10,007 New	10,007 $253 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.31M

Call Options Held

Put Options Held

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Ticker HEQT

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Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History