Ae Wealth Management LLC Simplify Exchange Traded Fds H Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,662 shares of HEQT stock, worth $210,585. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,662
Previous 6,727 0.97%
Holding current value
$210,585
Previous $202,000 2.97%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$30.02 - $31.27 $1,951 - $2,032
-65 Reduced 0.97%
6,662 $208,000
Q2 2025

Aug 06, 2025
SELL
$27.22 - $30.05 $47,390 - $52,317
-1,741 Reduced 20.56%
6,727 $202,000
Q1 2025

May 06, 2025
SELL
$28.48 - $30.52 $42,748 - $45,810
-1,501 Reduced 15.06%
8,468 $242,000
Q4 2024

Feb 13, 2025
BUY
$28.73 - $30.22 $286,409 - $301,263
9,969 New
9,969 $293,000

Others Institutions Holding HEQT

# of Institutions
76
Shares Held
6.32M
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
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