Encompass More Asset Management Simplify Exchange Traded Fds H Transaction History

Encompass More Asset Management

  • $410 Million
  • Q3 2025

A detailed history of Encompass More Asset Management transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Encompass More Asset Management holds 12,516 shares of HEQT stock, worth $395,630. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,516
Previous 21,266 41.15%
Holding current value
$395,630
Previous $639,000 38.97%
% of portfolio
0.1%
Previous 0.19%

Shares

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

Oct 17, 2025
SELL
$30.02 - $31.27 $262,675 - $273,612
-8,750 Reduced 41.15%
12,516 $390,000
Q2 2025

Aug 07, 2025
SELL
$27.22 - $30.05 $229,791 - $253,682
-8,442 Reduced 28.42%
21,266 $639,000
Q1 2025

May 09, 2025
BUY
$28.48 - $30.52 $846,083 - $906,688
29,708 New
29,708 $849 Million
Q2 2024

Jul 26, 2024
SELL
$25.78 - $27.77 $5,130 - $5,526
-199 Reduced 2.45%
7,915 $219 Million
Q1 2024

May 10, 2024
SELL
$25.16 - $26.49 $41,186 - $43,364
-1,637 Reduced 16.79%
8,114 $215 Million
Q4 2023

Feb 15, 2024
BUY
$23.7 - $26.06 $231,098 - $254,111
9,751 New
9,751 $246 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
Track This Portfolio

Track Encompass More Asset Management Portfolio

Follow Encompass More Asset Management 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 Encompass More Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Encompass More Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email