Dynamic Advisor Solutions LLC Innovator U.S. Equity Ultra Bu Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 13, 2019	SELL	$24.09 - $25.37 $529,377 - $557,505	-21,975 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$23.79 - $24.93 $522,785 - $547,836	21,975 New	21,975 $544,000

Others Institutions Holding UOCT

# of Institutions

78

Shares Held

2.56M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

359K
Shares

$13.8 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

320K
Shares

$12.3 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

216K
Shares

$8.29 Million
0.48% of portfolio
Cwm, LLC

112K
Shares

$4.31 Million
0.01% of portfolio
Iht Wealth Management, LLC Chicago, IL

92.5K
Shares

$3.55 Million
0.1% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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