Dynamic Advisor Solutions LLC Purchases in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDOG
Alps Sector Dividend Dogs ETF

ETFs
611
+ 0.88%
$56.63 - $60.72 $34.6K - $37.1K
70.4K $4.24M
MGK
Vanguard Mega Cap Growth ETF

ETFs
568
New
$362.31 - $405.74 $206K - $230K
568 $228K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.44K
+ 2.27%
$27.61 - $29.15 $67.5K - $71.2K
110K $3.21M
GM
General Motors CO

Consumer Cyclical
3.71K
New
$48.89 - $61.24 $181K - $227K
3.71K $226K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.67K
+ 0.78%
$78.96 - $80.04 $132K - $134K
217K $17.3M
PANW
Palo Alto Networks Inc

Technology
1.27K
+ 3.85%
$167.06 - $208.19 $213K - $265K
34.4K $6.99M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.83K
New
$75.26 - $80.19 $213K - $227K
2.83K $225K
WDC
Western Digital Corp

Technology
114
+ 3.03%
$63.84 - $120.06 $7.28K - $13.7K
3.87K $464K
GWRS
Global Water Resources, Inc.

Utilities
20.9K
+ 65.66%
$9.36 - $10.81 $196K - $226K
52.8K $544K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
23
+ 0.51%
$275.84 - $326.36 $6.34K - $7.51K
4.49K $1.47M
DTE
Dte Energy CO

Utilities
1.52K
New
$130.26 - $141.49 $198K - $215K
1.52K $214K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.2K
New
$159.46 - $180.52 $191K - $216K
1.2K $214K
MBLY
Mobileye Global Inc.
15.1K
New
$13.5 - $19.08 $204K - $288K
15.1K $213K
ACM
Aecom

Industrials
1.64K
New
$111.08 - $132.99 $182K - $218K
1.64K $213K
VZ
Verizon Communications Inc

Communication Services
3.01K
+ 2.57%
$40.84 - $45.06 $123K - $136K
120K $5.28M
CGXU
Capital Group Intl Focus Equit

ETFs
35
+ 0.04%
$26.49 - $29.62 $927 - $1.04K
84.8K $2.51M
MSI
Motorola Solutions, Inc.

Technology
109
+ 2.49%
$408.73 - $490.3 $44.6K - $53.4K
4.49K $2.05M
O
Realty Income Corp

Real Estate
2.06K
+ 7.97%
$56.13 - $60.79 $116K - $125K
27.9K $1.7M
BHK
Blackrock Core Bond Trust

Financial Services
12.9K
+ 3.64%
$9.42 - $9.94 $122K - $129K
368K $3.66M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
519
+ 0.57%
$42.39 - $44.63 $22K - $23.2K
91.3K $4.07M
SE
Sea LTD

Consumer Cyclical
1.16K
New
$146.23 - $196.5 $170K - $228K
1.16K $207K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 12.12%
$69.62 - $73.99 $157K - $167K
20.8K $1.5M
AOA
Ishares Tr Core Aggressive All

ETFs
1.26K
+ 6.45%
$82.71 - $88.14 $104K - $111K
20.8K $1.83M
FNK
First Trust Mid Cap Value Alph

ETFs
3.66K
New
$51.66 - $56.58 $189K - $207K
3.66K $202K
ITOT
Ishares Core S&P Total U.S. St

ETFs
448
+ 3.49%
$135.0 - $146.02 $60.5K - $65.4K
13.3K $1.93M
GRMN
Garmin LTD

Technology
185
+ 4.48%
$211.13 - $246.22 $39.1K - $45.6K
4.32K $1.06M
MDT
Medtronic PLC

Healthcare
36
+ 0.15%
$87.67 - $95.74 $3.16K - $3.45K
24.4K $2.32M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.86K
+ 2.11%
$100.16 - $100.7 $186K - $187K
89.9K $9.06M
AVLV
American Centy ETF Tr Avantis
628
+ 1.68%
$68.33 - $72.69 $42.9K - $45.6K
38K $2.75M
ARB
Altshares Tr Merger Arbitrage

Industrials
5.76K
+ 11.32%
$28.45 - $29.03 $164K - $167K
56.6K $1.64M
BX
Blackstone Inc.

Financial Services
255
+ 3.58%
$152.77 - $188.68 $39K - $48.1K
7.38K $1.26M
LHX
L3 Harris Technologies, Inc.

Industrials
363
+ 24.1%
$252.18 - $305.41 $91.5K - $111K
1.87K $570K
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.1K
+ 16.15%
$29.2 - $32.74 $120K - $134K
29.5K $938K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.54K
+ 8.7%
$45.07 - $47.56 $160K - $168K
44.2K $2.03M
SOUN
Soundhound Ai, Inc.

Technology
11.8K
New
$10.11 - $18.05 $119K - $213K
11.8K $189K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
4.87K
+ 6.61%
$28.42 - $30.45 $138K - $148K
78.6K $2.31M
JPIB
Jpmorgan International Bond Op

ETFs
3.6K
+ 25.06%
$48.32 - $49.13 $174K - $177K
18K $880K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
8.93K
+ 46.18%
$20.07 - $20.17 $179K - $180K
28.3K $568K
C
Citigroup Inc

Financial Services
183
+ 1.89%
$85.57 - $103.49 $15.7K - $18.9K
9.89K $1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.13K
+ 8.67%
$86.07 - $90.74 $183K - $193K
26.6K $2.39M
PPA
Invesco Exchange Traded Fd Tr

ETFs
468
+ 6.26%
$139.82 - $155.45 $65.4K - $72.8K
7.94K $1.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.75K
+ 6.02%
$58.97 - $60.36 $162K - $166K
48.4K $2.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
839
+ 28.55%
$366.54 - $479.53 $308K - $402K
3.78K $1.48M
NTIC
Northern Technologies International Corp

Basic Materials
19.2K
+ 28.3%
$7.27 - $8.87 $139K - $170K
86.9K $672K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.65K
+ 2.02%
$36.55 - $37.16 $133K - $136K
185K $6.86M
SAP
Sap Se

Technology
988
+ 37.16%
$252.42 - $311.93 $249K - $308K
3.65K $974K
EEM
Ishares Msci Emerging Markets

ETFs
893
+ 3.89%
$48.07 - $53.4 $42.9K - $47.7K
23.8K $1.27M
NSC
Norfolk Southern Corp

Industrials
120
+ 4.2%
$259.49 - $300.41 $31.1K - $36K
2.98K $894K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.33K
+ 1.36%
$95.22 - $96.21 $127K - $128K
99.5K $9.57M
Activity Summary
Buys All Purchases 567 New Holdings 63 Increased Positions 504 Sells All Sells 333 Reductions 333 Sold out 0 Options Calls 0 Puts 0
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