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
Grayscale Ethereum Mini Tr E
15.6K
New
N/A
15.6K $0
OALC
Unified Ser Tr Oneascent Large
11.5K
+ 26.8%
N/A
54.4K $0
Innovator Etfs Trust
11.7K
New
N/A
11.7K $0
ESG
Flexshares Stoxx Us Esg Select
1.51K
New
N/A
1.51K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
244K
+ 44.99%
N/A
787K $0
Wisdomtree Tr
300
+ 4.83%
N/A
6.51K $0
OAIM
Unified Ser Tr Oneascent Intl
7.55K
+ 23.12%
N/A
40.2K $0
OAEM
Unified Ser Tr Oneascent Emerg
5.45K
+ 43.57%
N/A
18K $0
Capital Group International
3.58K
+ 11.3%
N/A
35.3K $0
Bank Montreal Medium
513
New
N/A
513 $0
Texas Cap Tex Equity Index E
25.9K
New
N/A
25.9K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
11K
+ 92.22%
N/A
22.9K $0
CGSD
Capital Grp Core Plus Income E
4.69K
+ 13.29%
N/A
40K $0
Ea Series Trust
3.02K
+ 48.36%
N/A
9.27K $0
Ishares Bitcoin Trust ETF
6.83K
New
N/A
6.83K $0
Ark 21 Shares Bitcoin ETF
4.5K
New
N/A
4.5K $0
Tidal Tr Ii
12.1K
New
N/A
12.1K $0
Tidal Trust Iii
1.51K
+ 7.46%
N/A
21.7K $0
Capital Group Dividend Growe
2.97K
+ 6.19%
N/A
51K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
11.9K
+ 5.93%
N/A
212K $0
Annaly Capital Management In
167
+ 1.22%
N/A
13.9K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
20.8K
New
N/A
20.8K $0
BYLD
Ishares Tr Yield Optimized Bd
4.55K
+ 17.2%
N/A
31K $0
Bondbloxx ETF Trust
5.73K
New
N/A
5.73K $0
Canadian Pacific Kansas City
190
+ 4.58%
N/A
4.33K $0
Capital Grp Fixed Incm ETF T
23.2K
+ 16.7%
N/A
162K $0
BLUE
Bluebird Bio, Inc.

Healthcare
7K
+ 38.18%
$0.47 - $1.35 $3.29K - $9.45K
25.3K $13K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
313
+ 2.02%
$9.27 - $11.62 $2.9K - $3.64K
15.8K $160K
GM
General Motors CO

Consumer Cyclical
314
+ 2.16%
$39.95 - $49.9 $12.5K - $15.7K
14.8K $665K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
34
+ 0.23%
$44.66 - $49.15 $1.52K - $1.67K
14.7K $694K
NAPA
Duckhorn Portfolio, Inc.

Consumer Defensive
47
+ 0.47%
$5.56 - $7.66 $261 - $360
10.1K $58K
SLB
Schlumberger Limited

Energy
696
+ 7.2%
$39.57 - $49.67 $27.5K - $34.6K
10.4K $434K
SNPS
Synopsys Inc

Technology
239
+ 14.41%
$463.97 - $621.3 $111K - $148K
1.9K $960K
TM
Toyota Motor Corp

Consumer Cyclical
431
+ 9.54%
$167.18 - $207.59 $72.1K - $89.5K
4.95K $884K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
147
+ 0.69%
$11.03 - $18.11 $1.62K - $2.66K
21.4K $239K
ROP
Roper Technologies Inc

Industrials
24
+ 0.24%
$515.25 - $576.55 $12.4K - $13.8K
10.1K $5.61M
AVGO
Broadcom Inc.

Technology
109K
+ 827.24%
$136.27 - $1745.86 $14.8M - $190M
122K $21M
WM
Waste Management Inc

Industrials
137
+ 0.69%
$196.96 - $223.45 $27K - $30.6K
19.9K $4.14M
VNT
Vontier Corp

Technology
864
+ 3.25%
$31.95 - $41.39 $27.6K - $35.8K
27.4K $925K
VLO
Valero Energy Corp

Energy
29
+ 0.66%
$132.81 - $163.48 $3.85K - $4.74K
4.42K $596K
DXCM
Dexcom Inc

Healthcare
391
+ 14.56%
$64.0 - $116.06 $25K - $45.4K
3.08K $206K
ASML
Asml Holding Nv

Technology
148
+ 10.22%
$749.82 - $1098.95 $111K - $163K
1.6K $1.33M
HUM
Humana Inc

Healthcare
171
+ 4.67%
$310.25 - $404.52 $53.1K - $69.2K
3.83K $1.21M
HON
Honeywell International Inc

Industrials
95
+ 0.36%
$196.73 - $220.21 $18.7K - $20.9K
26.7K $5.52M
AMAT
Applied Materials Inc

Technology
205
+ 2.76%
$174.88 - $254.97 $35.9K - $52.3K
7.64K $1.54M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
10
+ 0.06%
$126.87 - $148.36 $1.27K - $1.48K
16.9K $2.23M
AMZN
Amazon Com Inc

Consumer Cyclical
4.96K
+ 2.79%
$161.02 - $200.0 $798K - $991K
183K $34M
ADBE
Adobe Inc.

Technology
42
+ 0.4%
$508.13 - $586.55 $21.3K - $24.6K
10.5K $5.44M
EW
Edwards Lifesciences Corp

Healthcare
139
+ 0.93%
$59.7 - $93.78 $8.3K - $13K
15.1K $996K
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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