Peterson Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 37,663 shares of HEQT stock, worth $1.13 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
37,663
Previous 41,033 8.21%
Holding current value
$1.13 Million
Previous $1.14 Million 4.23%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Oct 24, 2024
SELL
$26.73 - $28.88 $90,080 - $97,325
-3,370 Reduced 8.21%
37,663 $1.09 Million
Q2 2024

Jul 18, 2024
BUY
$25.78 - $27.77 $220,032 - $237,016
8,535 Added 26.26%
41,033 $1.14 Million
Q1 2024

Apr 15, 2024
SELL
$25.16 - $26.49 $6,717 - $7,072
-267 Reduced 0.81%
32,498 $860,000
Q4 2023

Jan 10, 2024
BUY
$23.7 - $26.06 $776,530 - $853,855
32,765 New
32,765 $827,000

Others Institutions Holding HEQT

# of Institutions
39
Shares Held
5.93M
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
Track This Portfolio

Track Peterson Wealth Advisors, LLC Portfolio

Follow Peterson Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email