Smartleaf Asset Management LLC Simplify Exchange Traded Fds H Transaction History

Smartleaf Asset Management LLC

$1.04 Trillion
Q1 2025

A detailed history of Smartleaf Asset Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 400 shares of HEQT stock, worth $12,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares

400

Holding current value

$12,188

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$28.48 - $30.52 $11,392 - $12,208	400 New	400 $11.4 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

8.46M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.21M
Shares

$36.7 Million
0.01% of portfolio
Private Advisor Group, LLC

820K
Shares

$25 Million
0.15% of portfolio
Cwm, LLC

576K
Shares

$17.6 Million
0.06% of portfolio
Wealth Plan Partners, LLC Omaha, NE

535K
Shares

$16.3 Million
2.15% of portfolio
Keudell

490K
Shares

$14.9 Million
3.49% of portfolio

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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Smartleaf Asset Management LLC Simplify Exchange Traded Fds H Transaction History