Dynamic Advisor Solutions LLC Simplify Exchange Traded Fds H Transaction History

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 116,456 shares of HEQT stock, worth $3.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
116,456
Holding current value
$3.43 Million
% of portfolio
0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$28.48 - $30.52 $3.32 Million - $3.55 Million
116,456 New
116,456 $3.32 Million
Q3 2024

Oct 07, 2024
BUY
$26.73 - $28.88 $377,641 - $408,016
14,128 Added 21.18%
80,845 $2.33 Million
Q2 2024

Jul 15, 2024
BUY
$25.78 - $27.77 $1.72 Million - $1.85 Million
66,717 New
66,717 $1.85 Million

Others Institutions Holding HEQT

# of Institutions
69
Shares Held
10.5M
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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email