Dynamic Advisor Solutions LLC Simplify Exchange Traded Fds H Transaction History

Dynamic Advisor Solutions LLC

$2.96 Billion
Q4 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 96,711 shares of HEQT stock, worth $3.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

96,711

Previous 116,608 17.06%

Holding current value

$3.06 Million

Previous $3.64 Million 16.06%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$30.98 - $31.88 $616,409 - $634,316	-19,897 Reduced 17.06%	96,711 $3.06 Million
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

Shares Held

6.28M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Dynamic Advisor Solutions LLC Simplify Exchange Traded Fds H Transaction History