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
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.98K
New
$80.44 - $110.41 $159K - $218K
1.98K $218K
VOT
Vanguard Mid Cap Growth Index

ETFs
318
+ 3.13%
$218.05 - $243.47 $69.3K - $77.4K
10.5K $2.55M
TNA
Direxion Daily Small Cap Bull

ETFs
4.87K
New
$34.86 - $49.09 $170K - $239K
4.87K $216K
FPX
First Trust Us Equity Opportun

ETFs
1.96K
New
$92.33 - $110.55 $181K - $217K
1.96K $216K
EA
Electronic Arts Inc.

Communication Services
1.51K
New
$137.32 - $151.82 $207K - $229K
1.51K $216K
BAP
Credicorp LTD

Financial Services
1.19K
New
$158.09 - $185.0 $188K - $220K
1.19K $215K
NDAQ
Nasdaq, Inc.

Financial Services
2.92K
New
$59.48 - $74.31 $174K - $217K
2.92K $213K
CI
Cigna Corp

Healthcare
421
+ 9.97%
$319.12 - $367.1 $134K - $155K
4.64K $1.61M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.27K
+ 10.85%
$44.83 - $47.42 $147K - $155K
33.4K $1.58M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
8.69K
New
$23.61 - $24.64 $205K - $214K
8.69K $212K
TRV
Travelers Companies, Inc.

Financial Services
180
+ 3.29%
$201.87 - $242.35 $36.3K - $43.6K
5.66K $1.32M
EEM
Ishares Msci Emerging Markets

ETFs
3.48K
+ 23.56%
$40.42 - $46.7 $141K - $162K
18.2K $836K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.84K
New
$47.99 - $54.43 $184K - $209K
3.84K $207K
PHG
Koninklijke Philips Nv

Healthcare
6.3K
New
$25.08 - $32.73 $158K - $206K
6.3K $206K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
194
+ 1.12%
$95.1 - $106.76 $18.4K - $20.7K
17.5K $1.87M
IGOV
Ishares 1 3 International Trea

ETFs
4.92K
New
$38.52 - $42.09 $190K - $207K
4.92K $205K
JPMB
J P Morgan Usd Emerging Market

ETFs
5K
New
$38.32 - $40.67 $192K - $203K
5K $203K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.32K
New
$81.1 - $89.18 $188K - $207K
2.32K $203K
ORI
Old Republic International Corp

Financial Services
5.71K
New
$29.89 - $35.9 $171K - $205K
5.71K $202K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.77K
New
$102.34 - $114.52 $181K - $202K
1.77K $202K
CNC
Centene Corp

Healthcare
2.67K
New
$64.89 - $80.23 $173K - $214K
2.67K $200K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
379
+ 1.61%
$80.13 - $88.89 $30.4K - $33.7K
24K $2.12M
SBUX
Starbucks Corp

Consumer Cyclical
62
+ 0.64%
$72.51 - $98.6 $4.5K - $6.11K
9.7K $946K
TAXF
American Centy ETF Tr Diversif

ETFs
3.07K
+ 8.6%
$50.16 - $51.43 $154K - $158K
38.7K $1.99M
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.4K
+ 66.92%
$40.69 - $42.46 $179K - $187K
11K $463K
HYG
Ishares Tr

ETFs
869
+ 2.26%
$76.72 - $80.36 $66.7K - $69.8K
39.3K $3.16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.58K
+ 22.19%
$53.41 - $57.9 $138K - $150K
14.2K $822K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 4.11%
$61.47 - $67.36 $69.3K - $76K
28.6K $1.92M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
9.5K
+ 21.81%
$13.63 - $14.85 $130K - $141K
53.1K $788K
NVDA
Nvidia Corp

Technology
8.36K
+ 2.1%
$98.91 - $134.91 $827K - $1.13M
406K $49.4M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.59K
+ 25.16%
$60.73 - $63.8 $157K - $165K
12.9K $818K
TMUS
T Mobile Us, Inc.

Communication Services
199
+ 4.68%
$175.14 - $206.36 $34.9K - $41.1K
4.45K $918K
RYLD
Global X Fds Russell 2000 Cove

ETFs
10.2K
+ 70.76%
$15.22 - $16.33 $155K - $166K
24.6K $397K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.17K
+ 36.8%
$45.2 - $47.87 $143K - $152K
11.8K $560K
APH
Amphenol Corp

Technology
2.89K
+ 28.15%
$58.39 - $70.41 $169K - $204K
13.2K $857K
SHV
Ishares Tr

ETFs
1.43K
+ 3.66%
$110.05 - $110.63 $157K - $158K
40.4K $4.47M
SHOP
Shopify Inc.

Technology
585
+ 7.14%
$52.26 - $80.75 $30.6K - $47.2K
8.78K $703K
IIPR
Innovative Industrial Properties Inc

Real Estate
168
+ 3.16%
$107.56 - $136.78 $18.1K - $23K
5.49K $738K
IWY
Ishares Tr Russell 200 Growth

ETFs
607
+ 14.86%
$194.66 - $225.97 $118K - $137K
4.69K $1.03M
SPOT
Spotify Technology S.A.

Communication Services
47
+ 1.9%
$290.16 - $384.01 $13.6K - $18K
2.53K $930K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.77K
+ 13.1%
$51.0 - $57.07 $90.4K - $101K
15.3K $851K
SRE
Sempra Energy

Utilities
258
+ 1.58%
$74.97 - $84.04 $19.3K - $21.7K
16.6K $1.39M
WPM
Wheaton Precious Metals Corp.

Basic Materials
893
+ 8.52%
$52.04 - $64.22 $46.5K - $57.3K
11.4K $694K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.17K
+ 50.32%
$25.45 - $29.53 $106K - $123K
12.5K $363K
ROAM
Hartford Multifactor Emerging

ETFs
4.7K
+ 29.0%
$22.74 - $25.87 $107K - $122K
20.9K $534K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.17K
+ 13.51%
$71.86 - $78.56 $83.9K - $91.8K
9.81K $770K
ICE
Intercontinental Exchange, Inc.

Financial Services
179
+ 3.96%
$136.93 - $162.81 $24.5K - $29.1K
4.7K $755K
ITW
Illinois Tool Works Inc

Industrials
88
+ 1.97%
$233.14 - $263.97 $20.5K - $23.2K
4.55K $1.19M
AOA
Ishares Tr Core Aggressive All

ETFs
1.24K
+ 14.66%
$72.11 - $79.05 $89.3K - $97.9K
9.68K $764K
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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