Sowell Financial Services LLC Simplify Exchange Traded Fds H Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Sowell Financial Services LLC holds 88,131 shares of HEQT stock, worth $2.79 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
88,131
Holding current value
$2.79 Million
% of portfolio
0.11%

Shares

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

Oct 17, 2025
BUY
$30.02 - $31.27 $2.65 Million - $2.76 Million
88,131 New
88,131 $2.75 Million

Others Institutions Holding HEQT

# of Institutions
76
Shares Held
6.32M
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 Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email