Dynamic Advisor Solutions LLC Simplify Exchange Traded Fds H Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
47Shares Held
6.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.09MShares$31.1 Million0.01% of portfolio
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Private Advisor Group, LLC697KShares$19.9 Million0.12% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE600KShares$17.2 Million1.87% of portfolio
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Wealth Plan Partners, LLC Omaha, NE534KShares$15.3 Million2.23% of portfolio
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Keudell517KShares$14.8 Million4.09% of portfolio