Lionsbridge Wealth Management LLC Simplify Exchange Traded Fds H Transaction History

Lionsbridge Wealth Management LLC

  • $127 Million
  • Q1 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 93,157 shares of HEQT stock, worth $2.59 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
93,157
Previous 93,253 0.1%
Holding current value
$2.59 Million
Previous $2.36 Million 4.76%
% of portfolio
1.95%
Previous 1.9%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$25.16 - $26.49 $2,415 - $2,543
-96 Reduced 0.1%
93,157 $2.47 Million
Q4 2023

Jan 12, 2024
BUY
$23.7 - $26.06 $1.49 Million - $1.64 Million
62,978 Added 208.02%
93,253 $2.36 Million
Q3 2023

Oct 17, 2023
SELL
$24.37 - $25.26 $3,850 - $3,991
-158 Reduced 0.52%
30,275 $737,000
Q2 2023

Jul 31, 2023
SELL
$23.62 - $24.81 $81,725 - $85,842
-3,460 Reduced 10.21%
30,433 $755,000
Q1 2023

May 08, 2023
BUY
$22.46 - $23.72 $42,471 - $44,854
1,891 Added 5.91%
33,893 $800,000
Q4 2022

Feb 06, 2023
BUY
$22.31 - $24.01 $713,964 - $768,368
32,002 New
32,002 $722,000

Others Institutions Holding HEQT

# of Institutions
59
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

HEQT Quotes by TradingView
  • Ticker HEQT
More about HEQT
Track This Portfolio

Track Lionsbridge Wealth Management LLC Portfolio

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

News

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email