Dynamic Advisor Solutions LLC Principal Exchange Traded Fund Transaction History

Dynamic Advisor Solutions LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$54.14 - $58.02 $112,123 - $120,159	-2,071 Reduced 30.02%	4,828 $263,000
Q2 2023 Aug 03, 2023	BUY	$51.01 - $56.41 $30,759 - $34,015	603 Added 9.58%	6,899 $389,000
Q1 2023 Apr 10, 2023	BUY	$49.54 - $53.67 $66,482 - $72,025	1,342 Added 27.09%	6,296 $331,000
Q4 2022 Jan 12, 2023	BUY	$44.68 - $52.62 $3,663 - $4,314	82 Added 1.68%	4,954 $0
Q3 2022 Oct 20, 2022	SELL	$44.76 - $53.38 $14,905 - $17,775	-333 Reduced 6.4%	4,872 $218,000
Q1 2022 Apr 11, 2022	BUY	$51.35 - $59.64 $17,202 - $19,979	335 Added 6.88%	5,205 $289,000
Q4 2021 Jan 26, 2022	BUY	$53.08 - $60.61 $258,499 - $295,170	4,870 New	4,870 $295,000

831K

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.