A detailed history of Cwm, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Cwm, LLC holds 470,887 shares of HEQT stock, worth $14.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
470,887
Previous 370,979 26.93%
Holding current value
$14.1 Million
Previous $10.3 Million 32.48%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 08, 2024

BUY
$26.73 - $28.88 $2.67 Million - $2.89 Million
99,908 Added 26.93%
470,887 $13.6 Million
Q2 2024

Jul 09, 2024

BUY
$25.78 - $27.77 $1.11 Million - $1.19 Million
42,883 Added 13.07%
370,979 $10.3 Million
Q1 2024

Apr 05, 2024

BUY
$25.16 - $26.49 $7.36 Million - $7.74 Million
292,363 Added 818.19%
328,096 $8.69 Million
Q4 2023

Feb 01, 2024

BUY
$23.7 - $26.06 $149,191 - $164,047
6,295 Added 21.38%
35,733 $903,000
Q3 2023

Oct 11, 2023

BUY
$24.37 - $25.26 $671,247 - $695,761
27,544 Added 1454.28%
29,438 $717,000
Q2 2023

Aug 03, 2023

BUY
$23.62 - $24.81 $44,736 - $46,990
1,894 New
1,894 $47,000

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
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