Golden State Wealth Management, LLC Simplify Exchange Traded Fds H Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 8,835 shares of HEQT stock, worth $279,274. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,835
Previous 9,332 5.33%
Holding current value
$279,274
Previous $280 Million 1.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
SELL
$30.02 - $31.27 $14,919 - $15,541
-497 Reduced 5.33%
8,835 $276 Million
Q2 2025

Aug 06, 2025
BUY
$27.22 - $30.05 $113,616 - $125,428
4,174 Added 80.92%
9,332 $280 Million
Q1 2025

Apr 24, 2025
SELL
$28.48 - $30.52 $146,899 - $157,422
-5,158 Reduced 50.0%
5,158 $147 Million
Q1 2025

Apr 23, 2025
BUY
$28.48 - $30.52 $293,799 - $314,844
10,316 New
10,316 $294,000

Others Institutions Holding HEQT

# of Institutions
77
Shares Held
6.6M
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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