Dynamic Advisor Solutions LLC Simplify Exch Traded Fds Simpl Transaction History
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 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 110,605 shares of CTA stock, worth $3.02 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
110,605
Previous 318,622
65.29%
Holding current value
$3.02 Million
Previous $8.91 Million
66.15%
% of portfolio
0.1%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
29.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.89MShares$78.9 Million0.12% of portfolio
-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
-
Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
-
Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio