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 $2.51 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
80,535
Holding current value
$2.51 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
82
Shares Held
7.77M
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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