Lpl Financial LLC Simplify Exchange Traded Fds H Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

A detailed history of Lpl Financial LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Lpl Financial LLC holds 628,224 shares of HEQT stock, worth $19.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

628,224

Previous 1,205,268 47.88%

Holding current value

$19.2 Million

Previous $34.4 Million 45.2%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$27.22 - $30.05 $15.7 Million - $17.3 Million	-577,044 Reduced 47.88%	628,224 $18.9 Million
Q1 2025 May 07, 2025	BUY	$28.48 - $30.52 $3.38 Million - $3.62 Million	118,651 Added 10.92%	1,205,268 $34.4 Million
Q4 2024 Feb 11, 2025	BUY	$28.73 - $30.22 $20.7 Million - $21.7 Million	719,048 Added 195.62%	1,086,617 $32 Million
Q3 2024 Nov 08, 2024	BUY	$26.73 - $28.88 $1.41 Million - $1.52 Million	52,691 Added 16.73%	367,569 $10.6 Million
Q2 2024 Aug 07, 2024	BUY	$25.78 - $27.77 $5.13 Million - $5.53 Million	199,136 Added 172.05%	314,878 $8.71 Million
Q1 2024 May 10, 2024	BUY	$25.16 - $26.49 $2.21 Million - $2.32 Million	87,664 Added 312.22%	115,742 $3.07 Million
Q4 2023 Feb 14, 2024	BUY	$23.7 - $26.06 $245,579 - $270,033	10,362 Added 58.49%	28,078 $709,000
Q3 2023 Nov 13, 2023	BUY	$24.37 - $25.26 $431,738 - $447,506	17,716 New	17,716 $431,000

Others Institutions Holding HEQT

# of Institutions

Shares Held

7.32M

Call Options Held

Put Options Held

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Ticker HEQT

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Lpl Financial LLC Simplify Exchange Traded Fds H Transaction History