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
VEU
Vanguard Ftse All World Ex Us

ETFs
14.1K
New
$56.51 - $62.98 $797K - $889K
14.1K $861K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
10.2K
New
$84.4 - $94.7 $859K - $964K
10.2K $858K
EDV
Vanguard Extended Duration Tre

ETFs
12.3K
New
$65.05 - $73.43 $797K - $900K
12.3K $858K
GQRE
Flexshares Tr Global Quality R

ETFs
12.3K
+ 6.65%
$54.82 - $59.44 $674K - $731K
197K $11.4M
NTRS
Northern Trust Corp

Financial Services
8.33K
New
$96.09 - $113.81 $801K - $948K
8.33K $821K
SBUX
Starbucks Corp

Consumer Cyclical
8.35K
New
$91.75 - $115.81 $766K - $967K
8.35K $818K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10.2K
New
$76.77 - $82.22 $781K - $836K
10.2K $798K
CMCSA
Comcast Corp

Communication Services
22.1K
+ 74.29%
$33.19 - $38.23 $735K - $846K
51.9K $1.92M
MMM
3 M CO

Industrials
5.35K
New
$129.7 - $155.12 $694K - $830K
5.35K $785K
BMY
Bristol Myers Squibb CO

Healthcare
11.4K
+ 60.02%
$53.9 - $63.11 $616K - $722K
30.5K $1.86M
RWM
Proshares Short Russell2000

ETFs
36.7K
New
$18.05 - $21.08 $662K - $773K
36.7K $757K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.7K
New
$96.93 - $109.51 $746K - $843K
7.7K $750K
FMB
First Tr Exchange Traded Fd Ii

ETFs
14.9K
+ 148.62%
$50.17 - $51.45 $748K - $767K
24.9K $1.26M
GS
Goldman Sachs Group Inc

Financial Services
1.45K
+ 73.73%
$524.81 - $672.19 $761K - $975K
3.42K $1.87M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.3K
+ 11.01%
$42.4 - $44.11 $606K - $630K
144K $6.32M
ROP
Roper Technologies Inc

Industrials
18
+ 0.17%
$502.71 - $593.81 $9.05K - $10.7K
10.3K $6.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
21.8K
+ 34.22%
$25.54 - $28.79 $558K - $629K
85.7K $2.38M
GE
General Electric CO

Industrials
532
+ 2.99%
$168.59 - $212.13 $89.7K - $113K
18.3K $3.66M
XYL
Xylem Inc.

Industrials
5.81K
New
$114.02 - $132.04 $663K - $768K
5.81K $694K
XLRE
Select Sector Spdr Tr Real Est

ETFs
16.7K
New
$39.18 - $43.52 $653K - $725K
16.7K $690K
DOW
Dow Inc.

Basic Materials
21K
+ 233.21%
$34.36 - $41.92 $721K - $880K
30K $1.05M
ARB
Altshares Tr Merger Arbitrage

Industrials
23.7K
+ 158.04%
$27.6 - $28.23 $655K - $670K
38.7K $1.09M
LKQ
Lkq Corp

Consumer Cyclical
15.9K
New
$36.24 - $44.05 $577K - $701K
15.9K $676K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
7.45K
New
$85.24 - $94.86 $635K - $706K
7.45K $675K
SSNC
Ss&C Technologies Holdings Inc

Technology
7.98K
New
$74.75 - $89.13 $596K - $711K
7.98K $666K
OMFL
Invesco Exchange Traded Self I

ETFs
16.6K
+ 6.87%
$52.19 - $57.45 $867K - $954K
258K $13.8M
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
56.9K
New
$11.01 - $11.63 $626K - $661K
56.9K $658K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.9K
+ 12.7%
$49.42 - $50.43 $639K - $652K
115K $5.74M
FTLS
First Tr Long/Short Equity ETF

ETFs
10.3K
+ 71.81%
$63.42 - $68.17 $656K - $705K
24.8K $1.59M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
31.9K
+ 200.94%
$19.8 - $19.97 $632K - $638K
47.8K $949K
VRT
Vertiv Holdings CO

Industrials
7.17K
New
N/A
7.17K $621K
BITO
Proshares Tr Bitcoin Strategy

ETFs
49.9K
+ 63.7%
$17.57 - $25.81 $877K - $1.29M
128K $2.39M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
68.9K
New
$8.25 - $8.79 $569K - $606K
68.9K $606K
SAP
Sap Se

Technology
2.25K
New
$241.4 - $293.69 $542K - $660K
2.25K $602K
URI
United Rentals, Inc.

Industrials
960
New
$594.17 - $789.56 $570K - $758K
960 $601K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
12.9K
+ 7.6%
$55.41 - $60.74 $716K - $785K
183K $10.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.63K
+ 7.15%
$100.32 - $100.76 $565K - $567K
84.3K $8.49M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.09K
+ 1.92%
$25.1 - $27.85 $128K - $142K
270K $7.27M
MSTR
Microstrategy Inc

Technology
2.04K
+ 36.87%
$239.27 - $396.5 $487K - $807K
7.55K $2.18M
NETL
ETF Ser Solutions Net Lease CO

ETFs
10.8K
+ 5.34%
$22.59 - $25.45 $244K - $274K
213K $5.33M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.47K
New
$67.03 - $74.61 $568K - $632K
8.47K $572K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.54K
+ 60.43%
$48.65 - $53.06 $464K - $506K
25.3K $1.32M
YUM
Yum Brands Inc

Consumer Cyclical
3.51K
New
$123.25 - $162.53 $432K - $570K
3.51K $552K
DFAE
Dimensional ETF Tr

ETFs
10.1K
+ 1.85%
$24.64 - $26.86 $249K - $272K
556K $14.4M
TRGP
Targa Resources Corp.

Energy
2.72K
New
$178.44 - $217.22 $485K - $590K
2.72K $544K
NOC
Northrop Grumman Corp

Industrials
35
+ 0.29%
$433.45 - $513.82 $15.2K - $18K
12K $6.17M
WPM
Wheaton Precious Metals Corp.

Basic Materials
6.84K
New
$55.75 - $77.63 $381K - $531K
6.84K $531K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
8.92K
New
$55.47 - $61.45 $495K - $548K
8.92K $528K
WEC
Wec Energy Group, Inc.

Utilities
4.79K
New
$92.12 - $108.98 $441K - $522K
4.79K $522K
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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