Assetmark, Inc Simplify Exchange Traded Fds H Transaction History

Assetmark, Inc

  • $45.6 Billion
  • Q3 2025

A detailed history of Assetmark, Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Assetmark, Inc holds 628 shares of HEQT stock, worth $19,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares
628
Previous 628 -0.0%
Holding current value
$19,851
Previous $18,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$27.22 - $30.05 $16,549 - $18,270
-608 Reduced 49.19%
628 $18,000
Q1 2025

May 06, 2025
BUY
$28.48 - $30.52 $1,737 - $1,861
61 Added 5.19%
1,236 $35,000
Q4 2024

Feb 06, 2025
BUY
$28.73 - $30.22 $33,757 - $35,508
1,175 New
1,175 $34,000

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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