Dynamic Advisor Solutions LLC Simplify Exchange Traded Fds H Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 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 116,456 shares of HEQT stock, worth $3.27 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
116,456Holding current value
$3.27 Million% of portfolio
0.11%Shares
3 transactions
Others Institutions Holding HEQT
# of Institutions
52Shares Held
9.44MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$52.1 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$30.6 Million0.01% of portfolio
-
Keudell840KShares$23.6 Million5.78% of portfolio
-
Private Advisor Group, LLC697KShares$19.6 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$16.9 Million1.87% of portfolio