Dynamic Advisor Solutions LLC Purchases in Q3 2024

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
18.2K
+ 140.46%
$60.05 - $65.83 $1.09M - $1.2M
31.2K $2.05M
COST
Costco Wholesale Corp

Consumer Defensive
323
+ 1.28%
$801.83 - $917.05 $259K - $296K
25.5K $22.6M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
5.33K
+ 8.88%
$104.5 - $114.97 $557K - $613K
65.3K $7.48M
KEYS
Keysight Technologies, Inc.

Technology
86
+ 0.16%
$119.86 - $158.87 $10.3K - $13.7K
53.4K $8.48M
SPGI
S&P Global Inc.

Financial Services
1.32K
+ 19.07%
$446.32 - $527.38 $588K - $695K
8.22K $4.25M
FANG
Diamondback Energy, Inc.

Energy
6.98K
+ 238.05%
$168.46 - $210.94 $1.18M - $1.47M
9.92K $1.71M
EMGF
Ishares Msci Emerging Markets

ETFs
4.37K
+ 1.62%
$44.02 - $50.58 $192K - $221K
274K $13.6M
ITB
Ishares Tr

ETFs
8.09K
New
$97.52 - $128.64 $789K - $1.04M
8.09K $1.03M
IYT
Ishares Tr U.S. Transportation

ETFs
14.6K
New
$61.35 - $68.92 $898K - $1.01M
14.6K $1.01M
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.1K
+ 1.4%
$25.07 - $29.94 $77.6K - $92.7K
224K $6.61M
CLOU
Global X Fds Cloud Computing E

ETFs
46.4K
New
$18.22 - $20.61 $846K - $957K
46.4K $954K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
12.2K
New
$68.44 - $75.62 $838K - $925K
12.2K $924K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6.84K
+ 3.69%
$37.68 - $42.0 $258K - $287K
192K $7.98M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
17.9K
+ 67.5%
$49.9 - $50.37 $891K - $900K
44.3K $2.22M
FINX
Global X Fds Fintech ETF (De)

ETFs
32.3K
New
$24.05 - $28.25 $777K - $912K
32.3K $904K
XLB
Select Sector Spdr Fd Material

ETFs
8.68K
+ 104.69%
$86.95 - $97.09 $755K - $843K
17K $1.64M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.28K
+ 1.31%
$87.56 - $95.49 $112K - $122K
99.1K $9.46M
SNAP
Snap Inc

Communication Services
77.8K
New
$8.29 - $16.84 $645K - $1.31M
77.8K $832K
FVAL
Fidelity Covington Tr Value Fa

ETFs
5.74K
+ 3.64%
$55.27 - $60.6 $317K - $348K
163K $9.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.7K
+ 15.37%
$49.77 - $51.95 $633K - $661K
95.5K $4.95M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.9K
+ 29.81%
$50.52 - $50.95 $802K - $809K
69.1K $3.52M
CGUS
Capital Group Core Equity ETF
11.5K
+ 6.18%
$31.19 - $34.33 $357K - $393K
197K $6.75M
WAT
Waters Corp

Healthcare
17
+ 0.16%
$282.7 - $359.89 $4.81K - $6.12K
10.9K $3.91M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
12.3K
+ 12.96%
$37.98 - $41.19 $469K - $509K
108K $4.43M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.95K
+ 14.19%
$114.73 - $120.23 $568K - $595K
39.8K $4.76M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.6K
+ 9.43%
$42.87 - $45.76 $456K - $487K
123K $5.58M
APP
App Lovin Corp

Technology
5.55K
New
$67.14 - $130.65 $373K - $725K
5.55K $724K
CL
Colgate Palmolive CO

Consumer Defensive
6.34K
+ 67.13%
$95.54 - $108.77 $606K - $690K
15.8K $1.64M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.7K
+ 5.33%
$47.0 - $47.84 $550K - $559K
231K $11M
PGR
Progressive Corp

Financial Services
2.56K
+ 188.94%
$209.46 - $259.24 $537K - $664K
3.92K $994K
GRMN
Garmin LTD

Technology
3.95K
New
$161.1 - $183.29 $636K - $723K
3.95K $694K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.88K
+ 4.95%
$116.88 - $129.79 $220K - $244K
39.9K $5.18M
O
Realty Income Corp

Real Estate
9.09K
+ 88.39%
$52.36 - $63.42 $476K - $576K
19.4K $1.23M
UNP
Union Pacific Corp

Industrials
184
+ 0.58%
$221.78 - $256.09 $40.8K - $47.1K
32.1K $7.9M
IR
Ingersoll Rand Inc.

Industrials
6.58K
+ 160.79%
$86.9 - $100.4 $572K - $661K
10.7K $1.05M
LAMR
Lamar Advertising CO

Real Estate
424
+ 0.97%
$110.9 - $135.58 $47K - $57.5K
44.2K $5.91M
V
Visa Inc.

Financial Services
702
+ 1.85%
$253.74 - $291.56 $178K - $205K
38.6K $10.6M
IHDG
Wisdomtree Tr

ETFs
13.8K
+ 7.9%
$42.42 - $46.78 $587K - $647K
189K $8.63M
PANW
Palo Alto Networks Inc

Technology
1.78K
+ 13.48%
$294.18 - $368.01 $524K - $655K
15K $5.13M
DAL
Delta Air Lines, Inc.

Industrials
12.5K
New
$37.32 - $51.8 $467K - $648K
12.5K $635K
HYDB
Ishares Tr Edge High Yield Def

ETFs
12.7K
+ 98.33%
$46.14 - $48.06 $587K - $611K
25.6K $1.23M
ISRG
Intuitive Surgical Inc

Healthcare
314
+ 3.06%
$416.14 - $494.01 $131K - $155K
10.6K $5.19M
AMD
Advanced Micro Devices Inc

Technology
3.43K
+ 9.94%
$128.67 - $183.96 $441K - $631K
37.9K $6.22M
PAYX
Paychex Inc

Industrials
752
+ 2.24%
$116.17 - $135.19 $87.4K - $102K
34.3K $4.61M
CSB
Victory Portf Ii Shs Us Small

ETFs
4.62K
+ 7.32%
$52.46 - $59.54 $243K - $275K
67.7K $3.98M
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 0.71%
$19.4 - $21.93 $34.3K - $38.8K
251K $5.49M
GWW
W.W. Grainger, Inc.

Industrials
313
+ 15.3%
$896.19 - $1044.18 $281K - $327K
2.36K $2.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
845
+ 0.4%
$36.98 - $41.55 $31.2K - $35.1K
211K $8.66M
DGX
Quest Diagnostics Inc

Healthcare
4.36K
New
$137.09 - $137.09 $597K - $597K
4.36K $597K
Activity Summary
Buys All Purchases 452 New Holdings 75 Increased Positions 377 Sells All Sells 449 Reductions 449 Sold out 0 Options Calls 0 Puts 0
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