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 $11,792. This represents 0.0% of its overall portfolio holdings.

Number of Shares

400

Holding current value

$11,792

% 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

10.5M

Call Options Held

Put Options Held

Alpine Bank Wealth Management Grand Junction, CO

1.85M
Shares

$54.6 Million
8.5% of portfolio
Lpl Financial LLC Fort Mill, SC

1.21M
Shares

$35.5 Million
0.01% of portfolio
Keudell

840K
Shares

$24.8 Million
5.78% of portfolio
Private Advisor Group, LLC

820K
Shares

$24.2 Million
0.15% of portfolio
Cwm, LLC

540K
Shares

$15.9 Million
0.06% 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