A detailed history of Fundamentun, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Fundamentun, LLC holds 8,221 shares of HEQT stock, worth $259,865. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,221
Previous 11,643 29.39%
Holding current value
$259,865
Previous $363,000 28.65%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 20, 2026

SELL
$30.98 - $31.88 $106,013 - $109,093
-3,422 Reduced 29.39%
8,221 $259,000
Q3 2025

Nov 06, 2025

SELL
$30.02 - $31.27 $8.39 Million - $8.73 Million
-279,335 Reduced 96.0%
11,643 $363,000
Q2 2025

Jul 29, 2025

BUY
$27.22 - $30.05 $2.55 Million - $2.82 Million
93,830 Added 47.59%
290,978 $8.74 Million
Q1 2025

Apr 30, 2025

BUY
$28.48 - $30.52 $5.61 Million - $6.02 Million
197,148 New
197,148 $5.63 Million

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
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