Dynamic Advisor Solutions LLC Simplify Exchange Traded Fds H Transaction History

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 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 116,608 shares of HEQT stock, worth $3.65 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
116,608
Previous 116,258 0.3%
Holding current value
$3.65 Million
Previous $3.49 Million 4.27%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 09, 2025
BUY
$30.02 - $31.27 $10,507 - $10,944
350 Added 0.3%
116,608 $3.64 Million
Q2 2025

Jul 09, 2025
SELL
$27.22 - $30.05 $5,389 - $5,949
-198 Reduced 0.17%
116,258 $3.49 Million
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
79
Shares Held
7.59M
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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