Dynamic Advisor Solutions LLC Simplify Exch Trad Fds Us Eq P Transaction History

Dynamic Advisor Solutions LLC

$3.12 Billion
Q2 2024

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 9,106 shares of SPD stock, worth $303,047. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,106

Previous 28,420 67.96%

Holding current value

$303,047

Previous $883,000 66.7%

% of portfolio

0.01%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$29.76 - $32.69 $574,784 - $631,374	-19,314 Reduced 67.96%	9,106 $294,000
Q1 2024 Apr 12, 2024	BUY	$28.3 - $31.48 $36,252 - $40,325	1,281 Added 4.72%	28,420 $883,000
Q4 2023 Jan 10, 2024	BUY	$25.37 - $28.91 $261,209 - $297,657	10,296 Added 61.13%	27,139 $779,000
Q3 2023 Oct 10, 2023	BUY	$26.22 - $28.11 $40,981 - $43,935	1,563 Added 10.23%	16,843 $441,000
Q2 2023 Aug 03, 2023	BUY	$25.32 - $27.45 $115,661 - $125,391	4,568 Added 42.64%	15,280 $417,000
Q1 2023 Apr 10, 2023	BUY	$24.02 - $26.27 $257,302 - $281,404	10,712 New	10,712 $274,000
Q1 2022 Apr 11, 2022	SELL	$29.63 - $33.3 $2.46 Million - $2.76 Million	-82,880 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$30.18 - $33.42 $2.5 Million - $2.77 Million	82,880 New	82,880 $2.76 Million

Others Institutions Holding SPD

# of Institutions

Shares Held

2.31M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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Dynamic Advisor Solutions LLC Simplify Exch Trad Fds Us Eq P Transaction History