Keudell Simplify Exchange Traded Fds H Transaction History

Keudell

$415 Million
Q1 2025

A detailed history of Keudell transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Keudell holds 839,669 shares of HEQT stock, worth $24 Million. This represents 5.78% of its overall portfolio holdings.

Number of Shares

839,669

Previous 516,588 62.54%

Holding current value

$24 Million

Previous $15.2 Million 57.57%

% of portfolio

5.78%

Previous 4.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$28.48 - $30.52 $9.2 Million - $9.86 Million	323,081 Added 62.54%	839,669 $24 Million
Q4 2024 Jan 23, 2025	SELL	$28.73 - $30.22 $78,662 - $82,742	-2,738 Reduced 0.53%	516,588 $15.2 Million
Q3 2024 Oct 31, 2024	BUY	$26.73 - $28.88 $362,993 - $392,190	13,580 Added 2.69%	519,326 $15 Million
Q2 2024 Jul 16, 2024	BUY	$25.78 - $27.77 $2.01 Million - $2.17 Million	78,110 Added 18.27%	505,746 $14 Million
Q1 2024 May 07, 2024	BUY	$25.16 - $26.49 $10.8 Million - $11.3 Million	427,636 New	427,636 $11.3 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

9.46M

Call Options Held

Put Options Held

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 Keudell, based on Form 13F filings with the SEC.

News

Stay updated on Keudell with notifications on news.

Account