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
PVAL
Putnam ETF Tr Putnam Focused L
2.01K
+ 6.85%
$39.93 - $42.72 $80.3K - $86K
31.4K $1.34M
IEMG
Ishares Inc

ETFs
2.92K
+ 8.11%
N/A
39K $2.09M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.82K
+ 8.72%
$50.09 - $50.73 $141K - $143K
35.1K $1.78M
ICFI
Icf International, Inc.

Industrials
1.26K
+ 26.78%
$82.78 - $100.58 $105K - $127K
5.98K $554K
SAN
Banco Santander, S.A.

Financial Services
14.9K
New
$8.27 - $10.48 $123K - $156K
14.9K $155K
WPC
W. P. Carey Inc.

Real Estate
1.87K
+ 35.27%
$61.29 - $68.7 $115K - $129K
7.19K $485K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
7.65K
+ 13.01%
$7.02 - $9.1 $53.7K - $69.6K
66.5K $552K
IQLT
Ishares Msci Intl Quality Fact

ETFs
345
+ 0.24%
$41.43 - $44.2 $14.3K - $15.2K
141K $6.25M
CYBR
Cyber Ark Software Ltd.

Technology
38
+ 2.2%
$374.8 - $491.1 $14.2K - $18.7K
1.76K $851K
TER
Teradyne, Inc

Technology
217
+ 8.65%
$90.15 - $137.64 $19.6K - $29.9K
2.73K $375K
PEG
Public Service Enterprise Group Inc

Utilities
2.19K
+ 4.4%
$79.99 - $90.14 $175K - $197K
51.8K $4.33M
AZO
Autozone Inc

Consumer Cyclical
13
+ 8.18%
$3649.42 - $4354.54 $47.4K - $56.6K
172 $737K
LAMR
Lamar Advertising CO

Real Estate
802
+ 1.73%
$114.98 - $128.82 $92.2K - $103K
47.1K $5.76M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.83K
+ 11.84%
$70.85 - $76.96 $129K - $141K
17.3K $1.31M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
396
+ 1.54%
$76.29 - $80.63 $30.2K - $31.9K
26.1K $2.1M
ET
Energy Transfer LP

Energy
16.6K
+ 11.46%
$17.11 - $18.16 $284K - $301K
161K $2.77M
EWJ
Ishares Msci Japan ETF

ETFs
869
+ 6.51%
$71.69 - $81.49 $62.3K - $70.8K
14.2K $1.14M
STX
Seagate Technology Holdings PLC

Technology
53
+ 3.8%
$142.01 - $236.06 $7.53K - $12.5K
1.45K $341K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
14.6K
+ 19.42%
$8.65 - $9.01 $126K - $131K
89.6K $796K
SHW
Sherwin Williams CO

Basic Materials
73
+ 0.19%
$330.88 - $375.23 $24.2K - $27.4K
39.3K $13.6M
TRV
Travelers Companies, Inc.

Financial Services
278
+ 5.27%
$250.62 - $279.43 $69.7K - $77.7K
5.55K $1.55M
DFAX
Dimensional ETF Tr
2.19K
+ 6.33%
$29.25 - $31.56 $64.1K - $69.1K
36.8K $1.15M
IQV
Iqvia Holdings Inc.

Healthcare
166
+ 5.12%
$157.68 - $200.82 $26.2K - $33.3K
3.41K $647K
RYLD
Global X Fds Russell 2000 Cove

ETFs
8.85K
+ 40.06%
$14.46 - $15.29 $128K - $135K
30.9K $465K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.64K
+ 52.53%
$45.92 - $47.76 $121K - $126K
7.65K $363K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.62K
+ 39.31%
$45.72 - $47.27 $120K - $124K
9.28K $435K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.77K
+ 4.83%
$52.55 - $54.37 $93.1K - $96.3K
38.5K $2.08M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
4.74K
+ 8.25%
$25.39 - $25.57 $120K - $121K
62.2K $1.59M
IWS
Ishares Russell Midcap Value E

ETFs
800
+ 47.76%
$132.83 - $140.61 $106K - $112K
2.48K $345K
VRT
Vertiv Holdings CO

Industrials
1.43K
+ 17.96%
N/A
9.41K $815K
AVUS
American Centy ETF Tr Avantis

ETFs
498
+ 5.67%
$101.2 - $109.16 $50.4K - $54.4K
9.28K $1.01M
ALL
Allstate Corp

Financial Services
327
+ 9.02%
$192.0 - $214.65 $62.8K - $70.2K
3.95K $848K
IVW
Ishares S&P 500 Growth ETF

ETFs
100
+ 1.0%
$108.97 - $121.65 $10.9K - $12.2K
10.1K $1.22M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.83K
+ 2.6%
$49.78 - $50.75 $91K - $92.8K
72.1K $3.65M
ASX
Ase Technology Holding Co., Ltd.

Technology
10.7K
New
$9.5 - $11.71 $102K - $125K
10.7K $118K
ARKQ
Ark Autonomous Technology & Ro

ETFs
480
+ 17.06%
$86.2 - $111.56 $41.4K - $53.5K
3.29K $367K
NTRS
Northern Trust Corp

Financial Services
63
+ 0.45%
$123.6 - $134.6 $7.79K - $8.48K
13.9K $1.88M
FYLD
Cambria Foreign Shareholder Yi

ETFs
464
+ 0.89%
$29.19 - $31.97 $13.5K - $14.8K
52.5K $1.64M
AEP
American Electric Power CO Inc

Utilities
591
+ 10.36%
$103.26 - $115.0 $61K - $68K
6.3K $708K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.54K
+ 13.39%
$41.6 - $42.66 $106K - $108K
21.5K $907K
EPD
Enterprise Products Partners L.P.

Energy
2.94K
+ 3.2%
$30.74 - $32.14 $90.3K - $94.4K
94.6K $2.96M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
994
+ 1.77%
$48.5 - $50.19 $48.2K - $49.9K
57.1K $2.86M
BP
Bp PLC

Energy
683
+ 3.82%
$30.25 - $35.69 $20.7K - $24.4K
18.6K $639K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
3.28K
+ 12.52%
$26.05 - $27.27 $85.4K - $89.4K
29.5K $793K
RY
Royal Bank Of Canada

Financial Services
394
+ 13.64%
$128.46 - $148.6 $50.6K - $58.5K
3.28K $483K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
466
+ 15.28%
$112.94 - $129.99 $52.6K - $60.6K
3.52K $450K
SUB
Ishares Short Term National Mu

ETFs
792
+ 2.37%
$106.17 - $107.3 $84.1K - $85K
34.1K $3.65M
DELL
Dell Technologies Inc.

Technology
201
+ 5.58%
$120.96 - $141.77 $24.3K - $28.5K
3.8K $539K
RWL
Invesco Exchange Traded Fd Tr

ETFs
281
+ 2.7%
$102.17 - $110.66 $28.7K - $31.1K
10.7K $1.18M
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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