A detailed history of Captrust Financial Advisors transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Captrust Financial Advisors holds 55,159 shares of HEQT stock, worth $1.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55,159
Previous 73,603 25.06%
Holding current value
$1.65 Million
Previous $2.04 Million 21.81%
% of portfolio
0.0%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$26.73 - $28.88 $493,008 - $532,662
-18,444 Reduced 25.06%
55,159 $1.59 Million
Q2 2024

Aug 14, 2024

SELL
$25.78 - $27.77 $747 - $805
-29 Reduced 0.04%
73,603 $2.04 Million
Q1 2024

May 15, 2024

SELL
$25.16 - $26.49 $11,900 - $12,529
-473 Reduced 0.64%
73,632 $1.95 Million
Q4 2023

Feb 14, 2024

SELL
$23.7 - $26.06 $34,625 - $38,073
-1,461 Reduced 1.93%
74,105 $1.87 Million
Q3 2023

Nov 14, 2023

SELL
$24.37 - $25.26 $98,649 - $102,252
-4,048 Reduced 5.08%
75,566 $1.84 Million
Q2 2023

Aug 14, 2023

SELL
$23.62 - $24.81 $6.34 Million - $6.66 Million
-268,276 Reduced 77.12%
79,614 $1.98 Million
Q1 2023

May 15, 2023

SELL
$22.46 - $23.72 $9.52 Million - $10.1 Million
-423,873 Reduced 54.92%
347,890 $8.22 Million
Q4 2022

Feb 15, 2023

BUY
$22.31 - $24.01 $17.2 Million - $18.5 Million
771,763 New
771,763 $17.4 Million

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
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