Western Wealth Management, LLC Simplify Exchange Traded Fds H Transaction History

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Western Wealth Management, LLC holds 12,826 shares of HEQT stock, worth $405,429. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,826
Previous 12,107 5.94%
Holding current value
$405,429
Previous $363,000 10.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 05, 2025
BUY
$30.02 - $31.27 $21,584 - $22,483
719 Added 5.94%
12,826 $400,000
Q2 2025

Aug 08, 2025
BUY
$27.22 - $30.05 $32,500 - $35,879
1,194 Added 10.94%
12,107 $363,000
Q1 2025

Apr 23, 2025
BUY
$28.48 - $30.52 $310,802 - $333,064
10,913 New
10,913 $311,000

Others Institutions Holding HEQT

# of Institutions
77
Shares Held
6.3M
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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