Dynamic Advisor Solutions LLC Simplify Exch Traded Fds Simpl Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 318,622 shares of CTA stock, worth $9.22 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
318,622
Previous 317,566
0.33%
Holding current value
$9.22 Million
Previous $8.49 Million
4.95%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding CTA
# of Institutions
197Shares Held
24.6MCall Options Held
36.9KPut Options Held
15.6K-
Cwm, LLC2.61MShares$75.6 Million0.22% of portfolio
-
Bank Of America Corp Charlotte, NC1.73MShares$50 Million0.0% of portfolio
-
Ae Wealth Management LLC1.2MShares$34.7 Million0.27% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.09MShares$31.6 Million12.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC854KShares$24.7 Million0.01% of portfolio