Portside Wealth Group, LLC Simplify Exchange Traded Fds H Transaction History

Portside Wealth Group, LLC

  • $541 Billion
  • Q1 2024

A detailed history of Portside Wealth Group, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Portside Wealth Group, LLC holds 180,787 shares of HEQT stock, worth $5.05 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
180,787
Holding current value
$5.05 Million
% of portfolio
0.89%

Shares

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

Apr 17, 2024
BUY
$25.16 - $26.49 $4.55 Million - $4.79 Million
180,787 New
180,787 $4.79 Billion

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
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