Sound Financial Strategies Group, LLC Simplify Exchange Traded Fds H Transaction History

Sound Financial Strategies Group, LLC

  • $128 Million
  • Q3 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 80,535 shares of HEQT stock, worth $2.55 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
80,535
Holding current value
$2.55 Million
% of portfolio
1.97%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$30.02 - $31.27 $2.42 Million - $2.52 Million
80,535 New
80,535 $2.52 Million

Others Institutions Holding HEQT

# of Institutions
76
Shares Held
6.31M
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
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email