Wealth Plan Partners, LLC Simplify Exchange Traded Fds H Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 564,333 shares of HEQT stock, worth $16.9 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

564,333

Previous 545,585 3.44%

Holding current value

$16.9 Million

Previous $15.1 Billion 7.96%

% of portfolio

2.19%

Previous 1.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$26.73 - $28.88 $501,134 - $541,442	18,748 Added 3.44%	564,333 $16.3 Billion
Q2 2024 Aug 09, 2024	BUY	$25.78 - $27.77 $94,148 - $101,416	3,652 Added 0.67%	545,585 $15.1 Billion
Q1 2024 May 07, 2024	SELL	$25.16 - $26.49 $134,983 - $142,118	-5,365 Reduced 0.98%	541,933 $14.4 Billion
Q4 2023 Jan 05, 2024	SELL	$23.7 - $26.06 $49,959 - $54,934	-2,108 Reduced 0.38%	547,298 $13.8 Billion
Q3 2023 Nov 01, 2023	BUY	$24.37 - $25.26 $3.69 Million - $3.83 Million	151,536 Added 38.09%	549,406 $13.4 Billion
Q2 2023 Jul 31, 2023	SELL	$23.62 - $24.81 $4.13 Million - $4.34 Million	-174,757 Reduced 30.52%	397,870 $9.87 Billion
Q1 2023 May 10, 2023	SELL	$22.46 - $23.72 $8.76 Million - $9.25 Million	-389,911 Reduced 40.51%	572,627 $13.5 Billion
Q4 2022 Feb 16, 2023	BUY	$22.31 - $24.01 $21.5 Million - $23.1 Million	962,538 New	962,538 $22.8 Billion

Others Institutions Holding HEQT

# of Institutions

Shares Held

5.93M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Wealth Plan Partners, LLC Simplify Exchange Traded Fds H Transaction History