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

Dynamic Advisor Solutions LLC

$3.12 Billion
Q2 2024

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

61

Shares Held

1.34M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

329K
Shares

$11.4 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

154K
Shares

$5.36 Million
0.58% of portfolio
Kestra Advisory Services, LLC

55.7K
Shares

$1.93 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

49K
Shares

$1.7 Million
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

44.2K
Shares

$1.53 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

Track This Portfolio

Portfolio Update

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

News

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