Commonwealth Equity Services, LLC Simplify Exchange Traded Fds H Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 17,434 shares of HEQT stock, worth $551,088. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,434
Previous 34,055 48.81%
Holding current value
$551,088
Previous $1.02 Million 46.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
SELL
$30.02 - $31.27 $498,962 - $519,738
-16,621 Reduced 48.81%
17,434 $545,000
Q2 2025

Aug 06, 2025
SELL
$27.22 - $30.05 $79,754 - $88,046
-2,930 Reduced 7.92%
34,055 $1.02 Million
Q1 2025

May 09, 2025
SELL
$28.48 - $30.52 $25,204 - $27,010
-885 Reduced 2.34%
36,985 $1.06 Million
Q4 2024

Feb 10, 2025
SELL
$28.73 - $30.22 $1.34 Million - $1.41 Million
-46,524 Reduced 55.13%
37,870 $1.12 Million
Q3 2024

Oct 18, 2024
SELL
$26.73 - $28.88 $415,517 - $448,939
-15,545 Reduced 15.55%
84,394 $2.44 Million
Q2 2024

Jul 31, 2024
SELL
$25.78 - $27.77 $2.66 Million - $2.87 Million
-103,255 Reduced 50.82%
99,939 $2.77 Million
Q1 2024

Apr 29, 2024
SELL
$25.16 - $26.49 $93,695 - $98,648
-3,724 Reduced 1.8%
203,194 $5.38 Million
Q4 2023

Feb 06, 2024
BUY
$23.7 - $26.06 $322,083 - $354,155
13,590 Added 7.03%
206,918 $5.23 Million
Q3 2023

Oct 23, 2023
BUY
$24.37 - $25.26 $2.12 Million - $2.19 Million
86,854 Added 81.57%
193,328 $4.71 Million
Q2 2023

Aug 10, 2023
BUY
$23.62 - $24.81 $41,075 - $43,144
1,739 Added 1.66%
106,474 $2.64 Million
Q1 2023

May 11, 2023
BUY
$22.46 - $23.72 $2.35 Million - $2.48 Million
104,735 New
104,735 $2.47 Million

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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