A detailed history of Chatterton & Associates Inc. transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Chatterton & Associates Inc. holds 6,915 shares of HEQT stock, worth $218,583. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,915
Holding current value
$218,583
% of portfolio
0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
$30.98 - $31.88 $214,226 - $220,450
6,915 New
6,915 $222 Million

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
Track This Portfolio

Track Chatterton & Associates Inc. Portfolio

Follow Chatterton & Associates Inc. 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 Chatterton & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chatterton & Associates Inc. with notifications on news.