Sowell Financial Services LLC Simplify Exchange Traded Fds H Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Sowell Financial Services LLC holds 90,169 shares of HEQT stock, worth $2.85 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
90,169
Previous 88,131 2.31%
Holding current value
$2.85 Million
Previous $2.75 Million 3.52%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$30.98 - $31.88 $63,137 - $64,971
2,038 Added 2.31%
90,169 $2.85 Million
Q3 2025

Oct 17, 2025
BUY
$30.02 - $31.27 $2.65 Million - $2.76 Million
88,131 New
88,131 $2.75 Million

Others Institutions Holding HEQT

# of Institutions
77
Shares Held
6.47M
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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