Stratos Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History

Stratos Wealth Advisors, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 157,318 shares of HEQT stock, worth $4.61 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
157,318
Previous 149,489 5.24%
Holding current value
$4.61 Million
Previous $4.14 Million 9.84%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 17, 2024
BUY
$26.73 - $28.88 $209,269 - $226,101
7,829 Added 5.24%
157,318 $4.54 Million
Q2 2024

Jul 24, 2024
BUY
$25.78 - $27.77 $147,203 - $158,566
5,710 Added 3.97%
149,489 $4.14 Million
Q1 2024

Apr 16, 2024
BUY
$25.16 - $26.49 $181,579 - $191,178
7,217 Added 5.28%
143,779 $3.81 Million
Q4 2023

Jan 24, 2024
BUY
$23.7 - $26.06 $23,628 - $25,981
997 Added 0.74%
136,562 $3.45 Million
Q3 2023

Oct 24, 2023
BUY
$24.37 - $25.26 $39,260 - $40,693
1,611 Added 1.2%
135,565 $3.3 Million
Q2 2023

Jul 18, 2023
BUY
$23.62 - $24.81 $3.16 Million - $3.32 Million
133,954 New
133,954 $3.32 Million

Others Institutions Holding HEQT

# of Institutions
42
Shares Held
5.65M
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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