Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History

Harmony Asset Management LLC

$238 Billion
Q1 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 135,004 shares of HEQT stock, worth $4.11 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

135,004

Previous 126,719 6.54%

Holding current value

$4.11 Million

Previous $3.74 Billion 3.27%

% of portfolio

1.62%

Previous 1.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

8.45M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History