Sfg Wealth Management, Llc. Simplify Exchange Traded Fds H Transaction History

Sfg Wealth Management, Llc.

  • $194 Million
  • Q1 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 36,936 shares of HEQT stock, worth $1.06 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
36,936
Holding current value
$1.06 Million
% of portfolio
0.54%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$28.48 - $30.52 $1.05 Million - $1.13 Million
36,936 New
36,936 $1.06 Million

Others Institutions Holding HEQT

# of Institutions
57
Shares Held
10.1M
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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