Atria Wealth Solutions, Inc. Simplify Exchange Traded Fds H Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,413 shares of HEQT stock, worth $320,591. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,413
Previous 14,058 18.81%
Holding current value
$320,591
Previous $405,000 17.04%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$28.73 - $30.22 $75,990 - $79,931
-2,645 Reduced 18.81%
11,413 $336,000
Q3 2024

Nov 08, 2024
SELL
$26.73 - $28.88 $6,548 - $7,075
-245 Reduced 1.71%
14,058 $405,000
Q2 2024

Jul 22, 2024
SELL
$25.78 - $27.77 $10,079 - $10,858
-391 Reduced 2.66%
14,303 $395,000
Q1 2024

May 13, 2024
SELL
$25.16 - $26.49 $41,614 - $43,814
-1,654 Reduced 10.12%
14,694 $389,000
Q4 2023

Feb 02, 2024
BUY
$23.7 - $26.06 $138,550 - $152,346
5,846 Added 55.67%
16,348 $412,000
Q3 2023

Nov 08, 2023
BUY
$24.37 - $25.26 $255,933 - $265,280
10,502 New
10,502 $255,000

Others Institutions Holding HEQT

# of Institutions
49
Shares Held
7.18M
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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