Betterment LLC Simplify Exchange Traded Fds H Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025

A detailed history of Betterment LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Betterment LLC holds 8,309 shares of HEQT stock, worth $262,647. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,309
Previous 8,191 1.44%
Holding current value
$262,647
Previous $246,000 5.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$30.02 - $31.27 $3,542 - $3,689
118 Added 1.44%
8,309 $260,000
Q2 2025

Aug 14, 2025
BUY
$27.22 - $30.05 $7,757 - $8,564
285 Added 3.6%
8,191 $246,000
Q1 2025

May 15, 2025
BUY
$28.48 - $30.52 $2,961 - $3,174
104 Added 1.33%
7,906 $226,000
Q4 2024

Feb 14, 2025
BUY
$28.73 - $30.22 $224,151 - $235,776
7,802 New
7,802 $230,000

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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