Dynamic Advisor Solutions LLC Ishares Tr Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding INTF
# of Institutions
172Shares Held
50MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.66MShares$297 Million15.74% of portfolio
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Halbert Hargrove Global Advisors, LLC3.2MShares$110 Million5.78% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.73MShares$93.9 Million16.26% of portfolio
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Invesco Ltd. Atlanta, GA2.52MShares$86.6 Million0.02% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$83.8 Million3.22% of portfolio