Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History

Harmony Asset Management LLC

$290 Billion
Q3 2025

A detailed history of Harmony Asset Management LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Harmony Asset Management LLC holds 135,762 shares of HEQT stock, worth $4.29 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

135,762

Previous 134,242 1.13%

Holding current value

$4.29 Million

Previous $4.03 Billion 5.13%

% of portfolio

1.46%

Previous 1.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$30.02 - $31.27 $45,630 - $47,530	1,520 Added 1.13%	135,762 $4.24 Billion
Q2 2025 Aug 14, 2025	SELL	$27.22 - $30.05 $20,741 - $22,898	-762 Reduced 0.56%	134,242 $4.03 Billion
Q1 2025 May 01, 2025	BUY	$28.48 - $30.52 $235,956 - $252,858	8,285 Added 6.54%	135,004 $3.86 Billion
Q4 2024 Feb 14, 2025	BUY	$28.73 - $30.22 $1.43 Million - $1.5 Million	49,792 Added 64.73%	126,719 $3.74 Billion
Q3 2024 Nov 13, 2024	BUY	$26.73 - $28.88 $497,311 - $537,312	18,605 Added 31.9%	76,927 $2.22 Billion

Q2 2024 Aug 14, 2024	BUY	$25.78 - $27.77 $199,820 - $215,245	7,751 Added 15.33%	58,322 $1.61 Billion
Q1 2024 May 14, 2024	BUY	$25.16 - $26.49 $1.02 Million - $1.07 Million	40,564 Added 405.36%	50,571 $1.34 Billion
Q4 2023 Feb 08, 2024	BUY	$23.7 - $26.06 $237,165 - $260,782	10,007 New	10,007 $253 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

More about HEQT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Harmony Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harmony Asset Management LLC with notifications on news.

Account

Harmony Asset Management LLC Simplify Exchange Traded Fds H Transaction History