Dynamic Advisor Solutions LLC Simplify Exch Trad Fds Us Eq P Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 8,573 shares of SPD stock, worth $336,147. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,573
Previous 8,573
-0.0%
Holding current value
$336,147
Previous $325,000
4.0%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SPD
# of Institutions
47Shares Held
1.38MCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA190KShares$7.46 Million5.49% of portfolio
-
Ae Wealth Management LLC185KShares$7.26 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC144KShares$5.65 Million0.01% of portfolio
-
Evolution Wealth Management Inc. Fort Myers, FL94.8KShares$3.72 Million4.44% of portfolio
-
Stringer Asset Management, LLC Memphis, TN90.4KShares$3.55 Million2.88% of portfolio