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

Stratos Wealth Advisors, LLC

$1.75 Billion
Q1 2025

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 140,793 shares of HEQT stock, worth $4.03 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

140,793

Previous 167,167 15.78%

Holding current value

$4.03 Million

Previous $4.93 Million 18.36%

% of portfolio

0.23%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$28.48 - $30.52 $751,131 - $804,934	-26,374 Reduced 15.78%	140,793 $4.02 Million
Q4 2024 Jan 27, 2025	BUY	$28.73 - $30.22 $282,961 - $297,636	9,849 Added 6.26%	167,167 $4.93 Million
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

Shares Held

10.1M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

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