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
HSBC
Hsbc Holdings PLC

Financial Services
273
+ 2.33%
$40.42 - $45.91 $11K - $12.5K
12K $541K
DFS
Discover Financial Services

Financial Services
87
+ 4.2%
$123.41 - $144.72 $10.7K - $12.6K
2.16K $302K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
932
+ 3.75%
$17.93 - $18.61 $16.7K - $17.3K
25.8K $477K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2
+ 0.04%
$39.95 - $45.86 $79.9 - $91.7
5.49K $250K
ABC
Amerisourcebergen Corp

Healthcare
154
+ 15.22%
N/A
1.17K $215K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
80
+ 0.47%
$19.88 - $21.63 $1.59K - $1.73K
17K $365K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
169
+ 3.6%
$44.95 - $50.32 $7.6K - $8.5K
4.86K $240K
AC
Associated Capital Group, Inc.

Financial Services
298
+ 2.41%
$29.65 - $35.42 $8.84K - $10.6K
12.7K $448K
RDVY
First Trust Rising Dividend Ac

ETFs
92
+ 1.92%
$53.68 - $59.24 $4.94K - $5.45K
4.89K $289K
ARKQ
Ark Autonomous Technology & Ro

ETFs
42
+ 1.06%
$50.42 - $61.06 $2.12K - $2.56K
4.02K $244K
GWRS
Global Water Resources, Inc.

Utilities
1.06K
+ 4.18%
$11.64 - $13.3 $12.3K - $14K
26.3K $330K
TGB
Taseko Mines LTD

Basic Materials
7.07K
+ 7.32%
$1.89 - $2.65 $13.4K - $18.7K
104K $261K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.04%
$77.23 - $87.97 $77.2 - $88
2.73K $237K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.57K
+ 13.14%
$6.71 - $8.78 $10.5K - $13.7K
13.5K $111K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.05%
$119.52 - $132.25 $120 - $132
1.99K $263K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
1.8K
+ 16.14%
$10.1 - $10.68 $18.2K - $19.2K
13K $136K
TOMZ
Tomi Environmental Solutions, Inc.

Industrials
30K
+ 150.0%
$0.66 - $0.97 $19.8K - $29.1K
50K $39K
AOS
Smith A O Corp

Industrials
10
+ 0.4%
$76.95 - $91.98 $770 - $920
2.49K $223K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
1.04K
+ 9.73%
$10.63 - $11.81 $11K - $12.3K
11.7K $136K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
109
+ 1.08%
$14.84 - $21.08 $1.62K - $2.3K
10.2K $209K
ITUB
Itau Unibanco Holding S.A.

Financial Services
1.35K
+ 12.16%
$5.73 - $6.87 $7.76K - $9.3K
12.5K $83K
CTAS
Cintas Corp

Industrials
941
+ 262.85%
$201.38 - $819.83 $189K - $771K
1.3K $267K
LCR
Leuthold Fds Inc Core ETF

ETFs
41
+ 0.47%
$33.33 - $35.43 $1.37K - $1.45K
8.7K $308K
CCJ
Cameco Corp

Energy
632
+ 7.04%
$36.9 - $53.72 $23.3K - $34K
9.61K $458K
MPLX
Mplx LP

Energy
4
+ 0.05%
$40.44 - $45.07 $162 - $180
8.23K $365K
BSCV
Invesco ETF Self Indexed Fd Tr
153
+ 1.22%
$15.89 - $16.79 $2.43K - $2.57K
12.7K $212K
ERC
Allspring Multi Sector Income Fund

Financial Services
521
+ 4.06%
$8.98 - $9.58 $4.68K - $4.99K
13.4K $127K
WFC
Wells Fargo & Company

Financial Services
1.97K
+ 5.82%
$51.58 - $60.97 $101K - $120K
35.7K $2.02M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
139
+ 1.17%
$18.12 - $18.92 $2.52K - $2.63K
12K $226K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
706
+ 5.85%
$13.82 - $14.39 $9.76K - $10.2K
12.8K $180K
WIT
Wipro LTD

Technology
877
+ 6.22%
$5.66 - $6.89 $4.96K - $6.04K
15K $96K
ROBO
Robo Global Robotics And Autom

ETFs
51
+ 1.39%
$50.56 - $58.65 $2.58K - $2.99K
3.71K $211K
UPS
United Parcel Service Inc

Industrials
150
+ 0.67%
$123.32 - $147.38 $18.5K - $22.1K
22.5K $3.07M
IBN
Icici Bank LTD

Financial Services
47
+ 0.66%
$27.58 - $31.38 $1.3K - $1.47K
7.13K $212K
XYL
Xylem Inc.

Industrials
47
+ 0.72%
$126.14 - $141.53 $5.93K - $6.65K
6.61K $893K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
250
+ 2.33%
N/A
11K $0
Blackrock ETF Trust Ii
5.19K
New
N/A
5.19K $0
CGMS
Capital Grp Core Plus Income E
17.1K
+ 16.74%
N/A
119K $0
American Healthcare Reit Inc
59.4K
New
N/A
59.4K $0
Valued Advisers Tr
12.2K
New
N/A
12.2K $0
Ge Healthcare Technologies I
80
+ 2.88%
N/A
2.86K $0
Innovator Etfs Trust
10.9K
New
N/A
10.9K $0
2023 ETF Series Trust Ii
2.17K
+ 33.41%
N/A
8.67K $0
Innovator Etfs Trust
10.7K
New
N/A
10.7K $0
PSEP
Innovator U.S. Equity Power Bu
5.88K
New
N/A
5.88K $0
Labcorp Holdings Inc
22
+ 1.91%
N/A
1.18K $0
Abrdn Asia Pacific Income Fu
14.8K
New
N/A
14.8K $0
Innovator Etfs Trust
10.8K
New
N/A
10.8K $0
Linde PLC
466
+ 9.56%
N/A
5.34K $0
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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