Dynamic Advisor Solutions LLC Purchases in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
58
+ 1.08%
$67.23 - $84.63 $3.9K - $4.91K
5.41K $384K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
109
+ 1.18%
$59.78 - $60.03 $6.52K - $6.54K
9.38K $561K
OXY
Occidental Petroleum Corp

Energy
152
+ 1.1%
$45.45 - $52.7 $6.91K - $8.01K
14K $690K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.89K
+ 9.64%
$10.61 - $16.49 $20.1K - $31.2K
21.5K $267K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
900
+ 7.06%
$9.88 - $10.25 $8.89K - $9.23K
13.7K $135K
BSCV
Invesco ETF Self Indexed Fd Tr
150
+ 1.17%
$15.87 - $16.38 $2.38K - $2.46K
13K $212K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
530
+ 10.09%
$41.75 - $46.05 $22.1K - $24.4K
5.78K $243K
IRM
Iron Mountain Inc

Real Estate
619
+ 25.2%
$82.79 - $111.31 $51.2K - $68.9K
3.08K $264K
NWSA
News Corp

Communication Services
339
+ 2.88%
$26.29 - $30.49 $8.91K - $10.3K
12.1K $329K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
134
+ 1.1%
$18.18 - $18.58 $2.44K - $2.49K
12.3K $227K
NDAQ
Nasdaq, Inc.

Financial Services
86
+ 2.94%
$72.17 - $83.76 $6.21K - $7.2K
3.01K $228K
BNS
Bank Of Nova Scotia

Financial Services
596
+ 14.76%
$47.21 - $53.7 $28.1K - $32K
4.63K $219K
EW
Edwards Lifesciences Corp

Healthcare
370
+ 2.44%
$67.95 - $76.19 $25.1K - $28.2K
15.5K $1.12M
RJF
Raymond James Financial Inc

Financial Services
229
+ 12.53%
$137.62 - $172.64 $31.5K - $39.5K
2.06K $285K
CSX
Csx Corp

Industrials
3.46K
+ 9.8%
$29.11 - $33.67 $101K - $116K
38.8K $1.14M
Dimensional ETF Trust
5.49K
New
N/A
5.49K $0
OALC
Unified Ser Tr Oneascent Large
27.9K
New
N/A
27.9K $0
Vanguard Malvern Fds
8.15K
New
N/A
8.15K $0
CRH.L
Crh PLC

Basic Materials
141
+ 1.38%
N/A
10.4K $0
Capital Group Core Balanced
623
+ 8.0%
N/A
8.41K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
10.2K
New
N/A
10.2K $0
Ea Series Trust
1.16K
+ 7.78%
N/A
16.1K $0
Capital Grp Fixed Incm ETF T
6.85K
+ 4.14%
N/A
172K $0
QTUM
ETF Ser Solutions Defiance Qua
126
+ 3.84%
N/A
3.41K $0
Ge Vernova Inc
4.43K
+ 104.66%
N/A
8.66K $0
CGSD
Capital Grp Core Plus Income E
1K
+ 2.53%
N/A
40.6K $0
Capital Group Dividend Growe
4.47K
+ 8.85%
N/A
55K $0
CGMS
Capital Grp Core Plus Income E
5.72K
+ 4.74%
N/A
126K $0
Goldman Sachs ETF Tr
4.5K
New
N/A
4.5K $0
Valued Advisers Tr
21.6K
New
N/A
21.6K $0
Capital Group International
3.14K
+ 8.8%
N/A
38.8K $0
OAIM
Unified Ser Tr Oneascent Intl
14.3K
New
N/A
14.3K $0
Invesco Actively Managed Exc
5.78K
+ 53.32%
N/A
16.6K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
1.05K
+ 3.2%
N/A
33.8K $0
Wisdomtree Tr
6.35K
New
N/A
6.35K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
5.5K
New
N/A
5.5K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
2.98K
+ 28.92%
N/A
13.3K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
749
+ 10.89%
N/A
7.63K $0
Annaly Capital Management In
1.32K
+ 10.18%
N/A
14.3K $0
Blackrock Inc
153
+ 2.65%
N/A
5.94K $0
BYLD
Ishares Tr Yield Optimized Bd
1.38K
+ 4.12%
N/A
34.9K $0
Manager Directed Portfolios
15.5K
New
N/A
15.5K $0
Lam Research Corp
1.16K
+ 8.83%
N/A
14.3K $0
Linde PLC
11
+ 0.24%
N/A
4.61K $0
Arista Networks Inc
3.98K
+ 22.05%
N/A
22K $0
Volatility Shs Tr
20K
New
N/A
20K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
48.5K
+ 167.18%
N/A
77.4K $0
Connectm Technology Solution
10K
New
N/A
10K $0
Tidal Tr Ii
24.4K
New
N/A
24.4K $0
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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