Private Advisor Group, LLC Simplify Exchange Traded Fds H Transaction History

Private Advisor Group, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Private Advisor Group, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Private Advisor Group, LLC holds 197,714 shares of HEQT stock, worth $6.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
197,714
Previous 258,514 23.52%
Holding current value
$6.25 Million
Previous $7.77 Million 20.49%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025
SELL
$30.02 - $31.27 $1.83 Million - $1.9 Million
-60,800 Reduced 23.52%
197,714 $6.18 Million
Q2 2025

Aug 11, 2025
SELL
$27.22 - $30.05 $15.3 Million - $16.9 Million
-561,369 Reduced 68.47%
258,514 $7.77 Million
Q1 2025

May 05, 2025
BUY
$28.48 - $30.52 $3.51 Million - $3.76 Million
123,200 Added 17.68%
819,883 $23.4 Million
Q4 2024

Jan 31, 2025
SELL
$28.73 - $30.22 $5.39 Million - $5.67 Million
-187,689 Reduced 21.22%
696,683 $20.5 Million
Q3 2024

Oct 22, 2024
BUY
$26.73 - $28.88 $17.2 Million - $18.6 Million
643,625 Added 267.34%
884,372 $25.5 Million
Q2 2024

Aug 05, 2024
BUY
$25.78 - $27.77 $5.18 Million - $5.58 Million
201,015 Added 505.93%
240,747 $6.66 Million
Q1 2024

Apr 30, 2024
BUY
$25.16 - $26.49 $112,238 - $118,171
4,461 Added 12.65%
39,732 $1.05 Million
Q4 2023

Feb 06, 2024
BUY
$23.7 - $26.06 $835,922 - $919,162
35,271 New
35,271 $890,000

Others Institutions Holding HEQT

# of Institutions
76
Shares Held
6.32M
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 Private Advisor Group, LLC Portfolio

Follow Private Advisor Group, 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 Private Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email