Dynamic Advisor Solutions LLC Simplify Exchange Traded Fds H Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
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 80,845 shares of HEQT stock, worth $2.37 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
80,845
Previous 66,717
21.18%
Holding current value
$2.37 Million
Previous $1.85 Million
26.44%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
42Shares Held
5.65MCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC884KShares$25.9 Million0.16% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE546KShares$16 Million1.62% of portfolio
-
Keudell506KShares$14.8 Million4.1% of portfolio
-
Cwm, LLC471KShares$13.8 Million0.06% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.4 Million0.46% of portfolio