Lpl Financial LLC Simplify Exchange Traded Fds H Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

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 367,569 shares of HEQT stock, worth $11.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
367,569
Previous 314,878 16.73%
Holding current value
$11.1 Million
Previous $8.71 Million 21.84%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
38
Shares Held
5.88M
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 Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email