A detailed history of Wealth Plan Investment Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 359,562 shares of HEQT stock, worth $10.5 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
359,562
Previous 364,049 1.23%
Holding current value
$10.5 Million
Previous $9.64 Million 3.17%
% of portfolio
1.62%
Previous 1.63%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$25.78 - $27.77 $115,674 - $124,603
-4,487 Reduced 1.23%
359,562 $9.95 Million
Q1 2024

May 16, 2024

BUY
$25.16 - $26.49 $224,276 - $236,131
8,914 Added 2.51%
364,049 $9.64 Million
Q4 2023

Jan 05, 2024

BUY
$23.7 - $26.06 $91,055 - $100,122
3,842 Added 1.09%
355,135 $8.97 Million
Q3 2023

Nov 15, 2023

SELL
$24.37 - $25.26 $4.83 Million - $5 Million
-198,113 Reduced 36.06%
351,293 $8.56 Million
Q3 2023

Nov 09, 2023

BUY
$24.37 - $25.26 $7.21 Million - $7.48 Million
296,030 Added 116.83%
549,406 $13.4 Million
Q2 2023

Aug 14, 2023

BUY
$23.62 - $24.81 $5.94 Million - $6.24 Million
251,354 Added 12430.96%
253,376 $6.29 Million
Q2 2023

Jul 25, 2023

SELL
$23.62 - $24.81 $8.59 Million - $9.03 Million
-363,801 Reduced 99.45%
2,022 $50,000
Q1 2023

May 08, 2023

SELL
$22.46 - $23.72 $13.4 Million - $14.1 Million
-596,506 Reduced 61.99%
365,823 $8.64 Million
Q4 2022

Feb 15, 2023

BUY
$22.31 - $24.01 $18,628 - $20,048
835 Added 0.09%
962,329 $21.7 Million
Q3 2022

Dec 12, 2022

BUY
$22.79 - $24.17 $21.9 Million - $23.2 Million
961,494 New
961,494 $22.7 Million

Others Institutions Holding HEQT

About SIMPLIFY EXCHANGE TRADED FDS H


  • Ticker HEQT
More about HEQT
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