Envestnet Asset Management Inc Simplify Exchange Traded Fds H Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Envestnet Asset Management Inc holds 31,586 shares of HEQT stock, worth $955,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31,586
Previous 32,374 2.43%
Holding current value
$955,160
Previous $895,000 1.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024
SELL
$26.73 - $28.88 $21,063 - $22,757
-788 Reduced 2.43%
31,586 $912,000
Q2 2024

Aug 08, 2024
SELL
$25.78 - $27.77 $756,127 - $814,494
-29,330 Reduced 47.53%
32,374 $895,000
Q1 2024

May 13, 2024
BUY
$25.16 - $26.49 $644,347 - $678,408
25,610 Added 70.95%
61,704 $1.63 Million
Q4 2023

Feb 13, 2024
SELL
$23.7 - $26.06 $981,985 - $1.08 Million
-41,434 Reduced 53.44%
36,094 $911,000
Q3 2023

Nov 13, 2023
SELL
$24.37 - $25.26 $78,447 - $81,311
-3,219 Reduced 3.99%
77,528 $1.89 Million
Q2 2023

Aug 04, 2023
BUY
$23.62 - $24.81 $313,815 - $329,625
13,286 Added 19.69%
80,747 $2 Million
Q1 2023

May 11, 2023
BUY
$22.46 - $23.72 $168,921 - $178,398
7,521 Added 12.55%
67,461 $1.59 Million
Q4 2022

Feb 07, 2023
SELL
$22.31 - $24.01 $2.8 Million - $3.02 Million
-125,662 Reduced 67.71%
59,940 $1.35 Million
Q3 2022

Nov 10, 2022
BUY
$22.79 - $24.17 $205,041 - $217,457
8,997 Added 5.09%
185,602 $4.23 Million
Q2 2022

Aug 03, 2022
BUY
$22.71 - $24.66 $2.99 Million - $3.25 Million
131,801 Added 294.17%
176,605 $4.06 Million
Q1 2022

May 04, 2022
BUY
$23.72 - $25.66 $1.06 Million - $1.15 Million
44,804 New
44,804 $1.1 Million

Others Institutions Holding HEQT

# of Institutions
37
Shares Held
5.63M
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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