Peterson Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History

Peterson Wealth Advisors, LLC

  • $482 Million
  • Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 53,619 shares of HEQT stock, worth $1.61 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
53,619
Previous 37,663 42.37%
Holding current value
$1.61 Million
Previous $1.09 Million 45.35%
% of portfolio
0.33%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$28.73 - $30.22 $458,415 - $482,190
15,956 Added 42.37%
53,619 $1.58 Million
Q3 2024

Oct 24, 2024
SELL
$26.73 - $28.88 $90,080 - $97,325
-3,370 Reduced 8.21%
37,663 $1.09 Million
Q2 2024

Jul 18, 2024
BUY
$25.78 - $27.77 $220,032 - $237,016
8,535 Added 26.26%
41,033 $1.14 Million
Q1 2024

Apr 15, 2024
SELL
$25.16 - $26.49 $6,717 - $7,072
-267 Reduced 0.81%
32,498 $860,000
Q4 2023

Jan 10, 2024
BUY
$23.7 - $26.06 $776,530 - $853,855
32,765 New
32,765 $827,000

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
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