A detailed history of Cetera Investment Advisers transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cetera Investment Advisers holds 22,982 shares of HEQT stock, worth $662,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,982
Previous 31,166 26.26%
Holding current value
$662,111
Previous $900,000 24.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025

SELL
$28.73 - $30.22 $235,126 - $247,320
-8,184 Reduced 26.26%
22,982 $677,000
Q3 2024

Nov 13, 2024

SELL
$26.73 - $28.88 $4.74 Million - $5.13 Million
-177,462 Reduced 85.06%
31,166 $900,000
Q2 2024

Aug 22, 2024

SELL
$25.78 - $27.77 $147,203 - $158,566
-5,710 Reduced 2.66%
208,628 $5.77 Million
Q1 2024

May 24, 2024

BUY
$25.16 - $26.49 $5.39 Million - $5.68 Million
214,338 New
214,338 $5.68 Million

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.