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

Stratos Wealth Advisors, LLC

$2.03 Billion
Q4 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 167,167 shares of HEQT stock, worth $4.99 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

167,167

Previous 157,318 6.26%

Holding current value

$4.99 Million

Previous $4.54 Million 8.47%

% of portfolio

0.24%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$28.73 - $30.22 $282,961 - $297,636	9,849 Added 6.26%	167,167 $4.93 Million
Q3 2024 Oct 17, 2024	BUY	$26.73 - $28.88 $209,269 - $226,101	7,829 Added 5.24%	157,318 $4.54 Million
Q2 2024 Jul 24, 2024	BUY	$25.78 - $27.77 $147,203 - $158,566	5,710 Added 3.97%	149,489 $4.14 Million
Q1 2024 Apr 16, 2024	BUY	$25.16 - $26.49 $181,579 - $191,178	7,217 Added 5.28%	143,779 $3.81 Million
Q4 2023 Jan 24, 2024	BUY	$23.7 - $26.06 $23,628 - $25,981	997 Added 0.74%	136,562 $3.45 Million
Q3 2023 Oct 24, 2023	BUY	$24.37 - $25.26 $39,260 - $40,693	1,611 Added 1.2%	135,565 $3.3 Million
Q2 2023 Jul 18, 2023	BUY	$23.62 - $24.81 $3.16 Million - $3.32 Million	133,954 New	133,954 $3.32 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.89M

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 Stratos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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