Wise Wealth Partners Simplify Exchange Traded Fds H Transaction History

Wise Wealth Partners

$41.9 Billion
Q1 2025

A detailed history of Wise Wealth Partners transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wise Wealth Partners holds 75,376 shares of HEQT stock, worth $2.15 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares

75,376

Holding current value

$2.15 Million

% of portfolio

5.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$28.48 - $30.52 $2.15 Million - $2.3 Million	75,376 New	75,376 $2.15 Billion

Others Institutions Holding HEQT

# of Institutions

Shares Held

9.46M

Call Options Held

Put Options Held

Alpine Bank Wealth Management Grand Junction, CO

1.85M
Shares

$52.9 Million
8.5% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$31.1 Million
0.01% of portfolio
Keudell

840K
Shares

$24 Million
5.78% of portfolio
Private Advisor Group, LLC

697K
Shares

$19.9 Million
0.12% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

600K
Shares

$17.1 Million
1.87% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wise Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Wise Wealth Partners with notifications on news.

Account

Wise Wealth Partners Simplify Exchange Traded Fds H Transaction History