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

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 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 541,933 shares of HEQT stock, worth $15 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
541,933
Previous 547,298 0.98%
Holding current value
$15 Million
Previous $13.8 Billion 3.84%
% of portfolio
1.49%
Previous 1.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
59
Shares Held
12M
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 Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email