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
TT
Trane Technologies PLC

Industrials
40
+ 0.8%
$314.21 - $388.71 $12.6K - $15.5K
5.04K $1.96M
MSI
Motorola Solutions, Inc.

Technology
114
+ 2.76%
$385.65 - $450.49 $44K - $51.4K
4.24K $1.91M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.04K
New
$91.41 - $101.59 $277K - $308K
3.04K $308K
AVUV
American Centy ETF Tr Avantis

ETFs
1.71K
+ 7.45%
$88.24 - $99.7 $151K - $170K
24.6K $2.36M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
4.86K
+ 7.13%
$24.51 - $27.14 $119K - $132K
73.1K $1.96M
ARB
Altshares Tr Merger Arbitrage

Industrials
10.9K
New
$26.94 - $27.87 $294K - $305K
10.9K $302K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.27K
+ 16.15%
$50.85 - $53.88 $217K - $230K
30.7K $1.65M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.07K
+ 45.74%
$102.05 - $114.97 $212K - $238K
6.61K $759K
PHM
Pultegroup Inc

Consumer Cyclical
2.04K
New
$103.95 - $144.98 $212K - $296K
2.04K $292K
MSTR
Microstrategy Inc

Technology
7.04K
+ 951.49%
$114.3 - $1800.09 $805K - $12.7M
7.78K $1.31M
NWSA
News Corp

Communication Services
10.8K
New
$25.41 - $28.44 $275K - $308K
10.8K $288K
MTB
M&T Bank Corp

Financial Services
109
+ 1.09%
$146.49 - $179.85 $16K - $19.6K
10.1K $1.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.56K
+ 1.09%
$51.02 - $52.74 $79.7K - $82.4K
145K $7.61M
CGCP
Capital Group Core Plus Income

ETFs
9.34K
+ 12.69%
$22.12 - $23.31 $207K - $218K
83K $1.92M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
3.47K
+ 7.87%
$41.17 - $45.69 $143K - $159K
47.6K $2.14M
PVAL
Putnam ETF Tr Putnam Focused L
7.04K
+ 79.75%
$35.03 - $37.94 $247K - $267K
15.9K $601K
BKR
Baker Hughes CO

Energy
7.72K
New
$32.92 - $38.72 $254K - $299K
7.72K $279K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.3K
+ 9.45%
$57.8 - $60.8 $191K - $201K
38.2K $2.31M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
343
+ 14.91%
$523.84 - $572.02 $180K - $196K
2.64K $1.51M
AXON
Axon Enterprise, Inc.

Industrials
62
+ 2.66%
$286.16 - $399.6 $17.7K - $24.8K
2.39K $956K
XLP
Consumer Staples Sector Spdr

ETFs
4.02K
+ 6.14%
$76.04 - $76.04 $305K - $305K
69.5K $5.28M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
6.37K
+ 2.54%
$24.07 - $24.62 $153K - $157K
257K $6.33M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.57K
New
$65.15 - $72.97 $232K - $260K
3.57K $260K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.54K
+ 4.08%
$16.42 - $18.12 $157K - $173K
243K $4.39M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.26K
New
$39.37 - $41.68 $246K - $261K
6.26K $258K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.22K
+ 43.94%
$233.4 - $302.36 $285K - $369K
4K $1.09M
BITO
Proshares Tr Bitcoin Strategy

ETFs
20.3K
+ 50.35%
$16.19 - $23.88 $329K - $485K
60.6K $1.16M
ZS
Zscaler, Inc.

Technology
2.26K
+ 36.67%
$155.9 - $204.47 $352K - $462K
8.42K $1.44M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.8K
New
$59.5 - $67.14 $226K - $255K
3.8K $251K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.7K
+ 0.83%
$28.1 - $29.89 $47.7K - $50.7K
206K $6.14M
RELX
Relx PLC

Communication Services
5.23K
New
$44.1 - $48.86 $231K - $256K
5.23K $248K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.61K
+ 5.34%
$49.7 - $56.11 $279K - $315K
111K $6.08M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.71K
New
$83.76 - $91.82 $227K - $249K
2.71K $247K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.88K
+ 2.25%
$22.38 - $23.66 $86.7K - $91.7K
176K $4.13M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.2K
New
$50.77 - $57.17 $213K - $240K
4.2K $239K
OKE
Oneok Inc

Energy
422
+ 2.02%
$78.62 - $95.27 $33.2K - $40.2K
21.3K $1.94M
CEG
Constellation Energy Corp

Utilities
918
New
$167.08 - $262.86 $153K - $241K
918 $238K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.81K
New
$116.79 - $133.54 $211K - $242K
1.81K $238K
URI
United Rentals, Inc.

Industrials
158
+ 23.69%
$627.41 - $814.1 $99.1K - $129K
825 $668K
ICFI
Icf International, Inc.

Industrials
1.42K
New
$129.47 - $169.48 $184K - $241K
1.42K $236K
KKR
Kkr & Co. Inc.

Financial Services
427
+ 6.02%
$104.51 - $133.23 $44.6K - $56.9K
7.52K $981K
RBLX
Roblox Corp

Communication Services
5.31K
New
$36.18 - $47.64 $192K - $253K
5.31K $234K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.34K
+ 40.6%
$50.15 - $51.27 $218K - $222K
15K $770K
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.26K
+ 11.9%
$25.36 - $28.37 $133K - $149K
49.4K $1.39M
DELL
Dell Technologies Inc.

Technology
1.91K
New
$87.89 - $145.97 $168K - $279K
1.91K $226K
EPI
Wisdomtree Tr India Earnings F

ETFs
4.46K
New
$47.41 - $50.82 $212K - $227K
4.46K $225K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
316
+ 0.67%
$69.61 - $79.56 $22K - $25.1K
47.5K $3.72M
NEAR
Blackrock Short Maturity Bond

ETFs
3.91K
+ 15.72%
$50.09 - $51.31 $196K - $201K
28.8K $1.47M
TTWO
Take Two Interactive Software Inc

Communication Services
1.44K
New
$135.67 - $161.71 $195K - $233K
1.44K $221K
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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