Dynamic Advisor Solutions LLC Simplify Exch Traded Fds Simpl Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 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 203,248 shares of CTA stock, worth $5.72 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
203,248Holding current value
$5.72 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
124Shares Held
10.5MCall Options Held
0Put Options Held
0-
Beacon Capital Management, LLC721KShares$20.3 Million3.5% of portfolio
-
Wells Fargo & Company San Francisco, CA680KShares$19.1 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$18.6 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.1 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$12.8 Million0.13% of portfolio