Nelson, Van Denburg & Campbell Wealth Management Group, LLC Simplify Exchange Traded Fds H Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 3,656 shares of HEQT stock, worth $109,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,656
Previous 3,656 -0.0%
Holding current value
$109,899
Previous $105,000 1.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024
SELL
$26.73 - $28.88 $14,033 - $15,162
-525 Reduced 12.56%
3,656 $105,000
Q2 2024

Aug 13, 2024
SELL
$25.78 - $27.77 $18,716 - $20,161
-726 Reduced 14.8%
4,181 $115,000
Q1 2024

Apr 30, 2024
BUY
$25.16 - $26.49 $123,460 - $129,986
4,907 New
4,907 $129,000

Others Institutions Holding HEQT

# of Institutions
40
Shares Held
5.81M
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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