Dynamic Advisor Solutions LLC Purchases in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
150K
+ 58.06%
$23.99 - $24.55 $3.59M - $3.67M
407K $9.77M
TAXF
American Centy ETF Tr Diversif

ETFs
67.2K
+ 173.78%
$49.94 - $51.44 $3.36M - $3.46M
106K $5.31M
MS
Morgan Stanley

Financial Services
17.8K
+ 119.64%
$104.42 - $134.99 $1.86M - $2.4M
32.6K $4.1M
SHV
Ishares Tr

ETFs
15.8K
+ 39.03%
$109.92 - $110.57 $1.73M - $1.74M
56.1K $6.18M
IRBO
Ishares Robotics & Artificial

ETFs
51.9K
New
N/A
51.9K $1.67M
GOOG
Alphabet Inc.

Communication Services
204
+ 0.3%
$163.08 - $198.16 $33.3K - $40.4K
68K $12.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
20.8K
+ 23.43%
$81.68 - $82.93 $1.7M - $1.73M
110K $8.99M
AOR
Ishares Tr Core Growth Allocat

ETFs
28.2K
+ 141.54%
$57.32 - $59.66 $1.62M - $1.68M
48.1K $2.76M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.8K
+ 20.58%
$53.94 - $58.15 $1.23M - $1.32M
133K $7.53M
SPIB
Spdr Portfolio Intermediate Te

ETFs
65.6K
+ 8.18%
$32.65 - $33.68 $2.14M - $2.21M
867K $28.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
69K
+ 8.19%
$24.55 - $25.16 $1.69M - $1.73M
910K $22.4M
LDOS
Leidos Holdings, Inc.

Technology
9K
+ 417.0%
$143.17 - $201.39 $1.29M - $1.81M
11.2K $1.61M
SPGI
S&P Global Inc.

Financial Services
2.81K
+ 34.2%
$480.36 - $529.17 $1.35M - $1.49M
11K $5.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.56K
+ 0.39%
$61.52 - $66.5 $157K - $170K
653K $41.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24.9K
+ 2.34%
$33.92 - $36.6 $843K - $910K
1.09M $37.6M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13.5K
+ 20.69%
$108.6 - $115.42 $1.47M - $1.56M
78.9K $8.61M
AXON
Axon Enterprise, Inc.

Industrials
852
+ 35.59%
$399.22 - $689.78 $340K - $588K
3.25K $1.93M
PSA
Public Storage

Real Estate
4.12K
+ 97.52%
$289.33 - $360.21 $1.19M - $1.48M
8.35K $2.5M
ADBE
Adobe Inc.

Technology
3.72K
+ 35.33%
$437.39 - $552.96 $1.62M - $2.05M
14.2K $6.33M
DUHP
Dimensional ETF Tr Dimensional

ETFs
26.1K
+ 8.31%
$33.62 - $35.69 $876K - $930K
340K $11.5M
IYT
Ishares Tr U.S. Transportation

ETFs
11.6K
+ 79.49%
$66.79 - $75.4 $777K - $877K
26.3K $1.78M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
39K
+ 16.04%
$17.93 - $18.8 $700K - $734K
282K $5.15M
MRSK
Toews Agility Shares Managed R

Technology
19.8K
+ 37.22%
$32.13 - $34.12 $635K - $674K
72.8K $2.4M
AOA
Ishares Tr Core Aggressive All

ETFs
8.9K
+ 91.94%
$76.61 - $79.88 $682K - $711K
18.6K $1.42M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
8.77K
+ 9.09%
$102.08 - $110.92 $896K - $973K
105K $10.8M
BITO
Proshares Tr Bitcoin Strategy

ETFs
17.7K
+ 29.27%
$16.99 - $27.42 $302K - $487K
78.4K $1.79M
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.56K
+ 13.78%
$83.09 - $89.28 $545K - $586K
54.2K $4.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.3K
+ 23.76%
$50.67 - $50.9 $621K - $624K
63.8K $3.24M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
12.4K
+ 62.17%
$49.74 - $50.43 $617K - $626K
32.4K $1.61M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
40.8K
New
$13.32 - $14.34 $543K - $585K
40.8K $553K
ET
Energy Transfer LP

Energy
3.12K
+ 2.27%
$16.05 - $19.86 $50.1K - $62K
141K $2.76M
JPIE
J P Morgan Exchange Traded Fd
11.9K
New
$45.59 - $46.25 $545K - $553K
11.9K $545K
HYDB
Ishares Tr Edge High Yield Def

ETFs
11.5K
+ 44.82%
$46.68 - $47.95 $536K - $551K
37.1K $1.75M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.2K
+ 4.06%
$50.37 - $50.6 $562K - $564K
286K $14.4M
CYBR
Cyber Ark Software Ltd.

Technology
1.24K
New
$274.1 - $333.15 $341K - $414K
1.24K $414K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.47K
+ 10.82%
$50.62 - $50.97 $378K - $381K
76.6K $3.88M
BSCU
Invesco Exc Self Ind Tr

ETFs
22.3K
New
$16.32 - $16.99 $365K - $380K
22.3K $365K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
7K
New
$52.07 - $58.13 $364K - $407K
7K $364K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
985
+ 2.97%
$45.39 - $62.98 $44.7K - $62K
34.1K $1.94M
OMFL
Invesco Exchange Traded Self I

ETFs
765
+ 0.32%
$52.49 - $56.58 $40.2K - $43.3K
242K $13.1M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
16.7K
New
$20.08 - $20.61 $336K - $345K
16.7K $336K
PANW
Palo Alto Networks Inc

Technology
14.9K
+ 99.5%
$181.96 - $405.9 $2.72M - $6.06M
29.9K $5.44M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
15.9K
New
$19.8 - $20.06 $315K - $319K
15.9K $315K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.13K
+ 3.94%
N/A
109K $8.16M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.95K
+ 9.96%
$35.45 - $40.33 $353K - $401K
110K $3.94M
FTSL
First Trust Senior Ln Fund

ETFs
5.97K
+ 18.94%
$45.9 - $46.48 $274K - $277K
37.5K $1.73M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.61K
+ 126.96%
$50.62 - $52.07 $284K - $292K
10K $511K
ACWI
Ishares Msci Acwi ETF

ETFs
2.39K
+ 139.51%
$117.05 - $123.03 $279K - $294K
4.1K $481K
ASTS
Ast Space Mobile, Inc.

Communication Services
26.4K
+ 47.41%
$21.1 - $28.49 $556K - $751K
81.9K $1.73M
Activity Summary
Buys All Purchases 284 New Holdings 35 Increased Positions 249 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 3 Puts 5
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