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
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.35K
+ 10.05%
$77.24 - $83.67 $336K - $364K
47.6K $3.98M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
4.26K
+ 9.71%
$62.57 - $70.53 $267K - $301K
48.2K $3.34M
NOW
Service Now, Inc.

Technology
239
+ 7.5%
$730.87 - $937.36 $175K - $224K
3.43K $3.07M
EMR
Emerson Electric CO

Industrials
5.42K
+ 8.48%
$98.19 - $118.87 $532K - $644K
69.3K $7.58M
MELI
Mercadolibre Inc

Consumer Cyclical
98
+ 11.71%
$1591.44 - $2140.1 $156K - $210K
935 $1.92M
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.2K
+ 3.19%
$29.58 - $30.31 $330K - $338K
361K $10.9M
KLAC
Kla Corp

Technology
844
+ 36.66%
$696.17 - $892.35 $588K - $753K
3.15K $2.44M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.96K
+ 2.53%
$96.25 - $101.98 $189K - $200K
79.4K $8.04M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.28K
+ 2.64%
$79.29 - $84.02 $180K - $191K
88.6K $7.42M
AMGN
Amgen Inc

Healthcare
876
+ 4.1%
$309.38 - $337.38 $271K - $296K
22.2K $7.17M
OEF
Ishares S&P 100 ETF

ETFs
1.8K
+ 39.66%
$266.03 - $266.03 $479K - $479K
6.34K $1.69M
PEP
Pepsico Inc

Consumer Defensive
1.43K
+ 3.02%
$161.9 - $179.3 $232K - $257K
48.8K $8.29M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.77K
+ 5.79%
$75.88 - $83.21 $210K - $231K
50.7K $4.22M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
18.9K
New
$23.38 - $24.14 $441K - $455K
18.9K $454K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
3.65K
New
$97.96 - $124.99 $358K - $456K
3.65K $454K
NEE
Nextera Energy Inc

Utilities
469
+ 1.57%
$69.9 - $84.97 $32.8K - $39.9K
30.3K $2.56M
CRM
Salesforce, Inc.

Technology
313
+ 1.45%
$238.42 - $276.53 $74.6K - $86.6K
21.9K $5.98M
BSX
Boston Scientific Corp

Healthcare
141
+ 0.22%
$72.96 - $84.0 $10.3K - $11.8K
63.4K $5.31M
FIX
Comfort Systems Usa Inc

Industrials
1.11K
New
$292.14 - $396.82 $324K - $440K
1.11K $433K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
53
+ 0.08%
$52.25 - $58.97 $2.77K - $3.13K
69.9K $4.12M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.91K
New
$45.87 - $48.53 $409K - $432K
8.91K $429K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.9K
+ 1.15%
$25.23 - $27.94 $73.1K - $80.9K
255K $7.06M
SYLD
Cambria Shareholder Yld ETF

ETFs
4.96K
+ 29.32%
$66.68 - $72.81 $331K - $361K
21.9K $1.58M
DOW
Dow Inc.

Basic Materials
7.11K
+ 37.01%
$50.15 - $55.41 $357K - $394K
26.3K $1.44M
DFIS
Dimensional ETF Tr Dimensional

ETFs
917
+ 0.52%
$24.06 - $26.97 $22.1K - $24.7K
176K $4.73M
DLR
Digital Realty Trust, Inc.

Real Estate
320
+ 0.88%
$144.47 - $162.98 $46.2K - $52.2K
36.9K $5.97M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.09K
+ 2.46%
$43.67 - $51.82 $47.6K - $56.5K
45.4K $2.35M
PCT
Pure Cycle Technologies, Inc.

Industrials
28.8K
+ 79.78%
$4.69 - $10.17 $135K - $293K
64.9K $616K
ITA
Ishares Tr

ETFs
34
+ 0.15%
$131.58 - $149.64 $4.47K - $5.09K
22K $3.29M
LLY
Eli Lilly & CO

Healthcare
799
+ 4.92%
$772.14 - $960.02 $617K - $767K
17K $15.1M
STLG
Ishares Factors Us Growth Styl

ETFs
7.68K
New
$47.04 - $54.35 $361K - $417K
7.68K $386K
BHK
Blackrock Core Bond Trust

Financial Services
163
+ 0.06%
$10.55 - $12.06 $1.72K - $1.97K
271K $3.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.23K
+ 15.47%
$75.32 - $84.37 $243K - $272K
24.1K $2.01M
VRT
Vertiv Holdings CO

Industrials
4.38K
New
$86.66 - $86.66 $379K - $379K
4.38K $379K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.03K
+ 7.89%
$72.52 - $82.35 $147K - $167K
27.7K $2.27M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.26K
+ 7.52%
$30.71 - $34.79 $192K - $218K
89.5K $3.12M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.47K
+ 0.77%
$31.18 - $33.5 $46K - $49.4K
192K $6.39M
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.18K
+ 1.88%
$35.26 - $36.92 $112K - $117K
172K $6.35M
MRSK
Toews Agility Shares Managed R

Technology
9.98K
+ 23.16%
$30.46 - $32.96 $304K - $329K
53.1K $1.73M
OACP
Unified Ser Tr Oneascent Core

ETFs
12.1K
+ 14.97%
$22.38 - $23.63 $270K - $285K
92.6K $2.17M
AZO
Autozone Inc

Consumer Cyclical
76
+ 12.6%
$2815.0 - $3212.87 $214K - $244K
679 $2.14M
LDOS
Leidos Holdings, Inc.

Technology
2.16K
New
$142.66 - $163.02 $308K - $352K
2.16K $351K
XLV
Select Sector Spdr Fund Health

ETFs
958
+ 3.92%
$143.3 - $157.24 $137K - $151K
25.4K $3.91M
FPE
First Tr Pfd Secs & Income ETF

ETFs
16.1K
+ 23.64%
$17.35 - $18.22 $279K - $293K
84.2K $1.52M
TDG
Trans Digm Group Inc

Industrials
111
+ 9.19%
$1202.03 - $1427.41 $133K - $158K
1.32K $1.88M
ENB
Enbridge Inc

Energy
1.72K
+ 3.32%
$35.27 - $41.18 $60.7K - $70.8K
53.5K $2.17M
CGXU
Capital Group Intl Focus Equit

ETFs
8.83K
+ 12.07%
$24.27 - $27.46 $214K - $242K
81.9K $2.21M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.18K
+ 4.15%
$74.82 - $74.82 $313K - $313K
105K $7.85M
OMFL
Invesco Exchange Traded Self I

ETFs
3.79K
+ 1.6%
$47.65 - $52.99 $180K - $201K
241K $12.8M
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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