Steward Partners Investment Advisory, LLC Simplify Exchange Traded Fds H Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 175,879 shares of HEQT stock, worth $5.29 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
175,879
Previous 174,668 0.69%
Holding current value
$5.29 Million
Previous $4.83 Million 5.09%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$26.73 - $28.88 $32,370 - $34,973
1,211 Added 0.69%
175,879 $5.08 Million
Q2 2024

Aug 08, 2024
BUY
$25.78 - $27.77 $1.23 Million - $1.33 Million
47,808 Added 37.69%
174,668 $4.83 Million
Q1 2024

May 15, 2024
BUY
$25.16 - $26.49 $124,164 - $130,728
4,935 Added 4.05%
126,860 $3.36 Million
Q4 2023

Feb 12, 2024
BUY
$23.7 - $26.06 $558,822 - $614,468
23,579 Added 23.98%
121,925 $3.08 Million
Q3 2023

Nov 13, 2023
BUY
$24.37 - $25.26 $434,054 - $449,905
17,811 Added 22.12%
98,346 $2.4 Million
Q2 2023

Aug 14, 2023
BUY
$23.62 - $24.81 $528,095 - $554,701
22,358 Added 38.43%
80,535 $2 Million
Q1 2023

May 15, 2023
BUY
$22.46 - $23.72 $336,181 - $355,040
14,968 Added 34.64%
58,177 $1.37 Million
Q4 2022

Feb 15, 2023
BUY
$22.31 - $24.01 $799,054 - $859,942
35,816 Added 484.46%
43,209 $975,000
Q3 2022

Nov 10, 2022
BUY
$22.79 - $24.17 $168,486 - $178,688
7,393 New
7,393 $168,000

Others Institutions Holding HEQT

# of Institutions
38
Shares Held
5.73M
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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