Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds H Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 599,917 shares of HEQT stock, worth $18.1 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

599,917

Previous 363,611 64.99%

Holding current value

$18.1 Million

Previous $10.5 Million 68.41%

% of portfolio

1.87%

Previous 1.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$28.73 - $30.22 $6.79 Million - $7.14 Million	236,306 Added 64.99%	599,917 $17.7 Million
Q3 2024 Nov 05, 2024	BUY	$26.73 - $28.88 $108,229 - $116,935	4,049 Added 1.13%	363,611 $10.5 Million
Q2 2024 Aug 09, 2024	SELL	$25.78 - $27.77 $115,674 - $124,603	-4,487 Reduced 1.23%	359,562 $9.95 Million
Q1 2024 May 16, 2024	BUY	$25.16 - $26.49 $224,276 - $236,131	8,914 Added 2.51%	364,049 $9.64 Million
Q4 2023 Jan 05, 2024	BUY	$23.7 - $26.06 $91,055 - $100,122	3,842 Added 1.09%	355,135 $8.97 Million
Q3 2023 Nov 15, 2023	SELL	$24.37 - $25.26 $4.83 Million - $5 Million	-198,113 Reduced 36.06%	351,293 $8.56 Million
Q3 2023 Nov 09, 2023	BUY	$24.37 - $25.26 $7.21 Million - $7.48 Million	296,030 Added 116.83%	549,406 $13.4 Million
Q2 2023 Aug 14, 2023	BUY	$23.62 - $24.81 $5.94 Million - $6.24 Million	251,354 Added 12430.96%	253,376 $6.29 Million
Q2 2023 Jul 25, 2023	SELL	$23.62 - $24.81 $8.59 Million - $9.03 Million	-363,801 Reduced 99.45%	2,022 $50,000
Q1 2023 May 08, 2023	SELL	$22.46 - $23.72 $13.4 Million - $14.1 Million	-596,506 Reduced 61.99%	365,823 $8.64 Million
Q4 2022 Feb 15, 2023	BUY	$22.31 - $24.01 $18,628 - $20,048	835 Added 0.09%	962,329 $21.7 Million
Q3 2022 Dec 12, 2022	BUY	$22.79 - $24.17 $21.9 Million - $23.2 Million	961,494 New	961,494 $22.7 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

5.73M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Wealth Plan Investment Management, LLC Simplify Exchange Traded Fds H Transaction History