Dynamic Advisor Solutions LLC Incresed Positions in Q3 2024

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.29K
+ 5.2%
$24.79 - $28.04 $56.7K - $64.2K
46.3K $1.29M
AVTR
Avantor, Inc.

Basic Materials
749
+ 3.27%
$20.58 - $27.7 $15.4K - $20.7K
23.6K $610K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.07K
+ 7.45%
$50.64 - $55.7 $54.1K - $59.5K
15.4K $858K
CBOE
Cboe Global Markets, Inc.

Financial Services
113
+ 3.91%
$168.57 - $213.65 $19K - $24.1K
3K $612K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
932
+ 0.34%
$50.25 - $50.74 $46.8K - $47.3K
275K $14M
DHS
Wisdomtree Tr U.S

ETFs
278
+ 2.67%
$83.9 - $93.83 $23.3K - $26.1K
10.7K $1M
CSX
Csx Corp

Industrials
2.36K
+ 6.58%
$32.48 - $35.45 $76.7K - $83.7K
38.2K $1.32M
CGGO
Capital Group Global Growth Eq

ETFs
3.18K
+ 9.13%
$27.25 - $30.52 $86.8K - $97.2K
38.1K $1.15M
SSNC
Ss&C Technologies Holdings Inc

Technology
511
+ 7.25%
$61.42 - $76.46 $31.4K - $39.1K
7.56K $560K
FTSL
First Trust Senior Ln Fund

ETFs
2.49K
+ 8.59%
$45.51 - $46.26 $113K - $115K
31.5K $1.45M
BCE
Bce Inc

Communication Services
2.85K
+ 39.92%
$31.33 - $36.08 $89.4K - $103K
10K $347K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
209
+ 1.39%
$90.87 - $102.43 $19K - $21.4K
15.3K $1.51M
AFL
Aflac Inc

Financial Services
157
+ 3.72%
$88.52 - $111.8 $13.9K - $17.6K
4.37K $488K
VGSH
Vanguard

ETFs
780
+ 1.22%
$57.74 - $59.13 $45K - $46.1K
64.8K $3.82M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.35K
+ 3.12%
$14.16 - $14.47 $89.9K - $91.8K
210K $3.02M
LQD
Ishares Iboxx $ Investment Gra

ETFs
371
+ 3.41%
$106.11 - $113.72 $39.4K - $42.2K
11.2K $1.27M
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.27K
+ 29.66%
$34.67 - $37.7 $78.6K - $85.5K
9.91K $373K
TGT
Target Corp

Consumer Defensive
187
+ 1.93%
$133.47 - $159.25 $25K - $29.8K
9.88K $1.54M
HAE
Haemonetics Corp

Healthcare
1.85K
+ 10.1%
$72.45 - $91.58 $134K - $169K
20.2K $1.62M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
11.8K
+ 68.95%
$7.33 - $8.15 $86.4K - $96.1K
28.9K $229K
IWP
Ishares Russell Mid Cap Growth

ETFs
405
+ 4.99%
$103.87 - $117.59 $42.1K - $47.6K
8.53K $1M
APO
Apollo Global Management, Inc.

Financial Services
641
+ 24.78%
$99.16 - $125.81 $63.6K - $80.6K
3.23K $403K
ENOV
Enovis Corp

Industrials
2.99K
+ 20.39%
$40.57 - $48.1 $121K - $144K
17.6K $758K
VGLT
Vanguard Long Term Treasury Et

ETFs
288
+ 1.42%
$56.52 - $63.23 $16.3K - $18.2K
20.6K $1.27M
ET
Energy Transfer LP

Energy
7.34K
+ 5.64%
$15.43 - $16.44 $113K - $121K
138K $2.21M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.72K
+ 15.18%
$26.01 - $27.41 $70.8K - $74.6K
20.6K $564K
UBER
Uber Technologies, Inc

Technology
764
+ 5.42%
$58.48 - $77.47 $44.7K - $59.2K
14.9K $1.12M
IPO
Renaissance Cap Greenwich Fds

ETFs
1.53K
+ 14.54%
$35.82 - $43.29 $54.6K - $66K
12K $515K
AEM
Agnico Eagle Mines LTD

Basic Materials
454
+ 13.45%
$65.04 - $84.24 $29.5K - $38.2K
3.83K $308K
SYK
Stryker Corp

Healthcare
67
+ 2.29%
$315.94 - $371.96 $21.2K - $24.9K
2.99K $1.08M
WTW
Willis Towers Watson PLC

Financial Services
86
+ 4.66%
$257.34 - $294.53 $22.1K - $25.3K
1.93K $569K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
1.35K
+ 2.63%
$9.34 - $11.46 $12.6K - $15.5K
52.7K $583K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.98K
+ 3.25%
$14.94 - $15.76 $29.5K - $31.1K
62.7K $988K
BOSC
Bos Better Online Solutions LTD

Technology
27.8K
+ 278.0%
$2.69 - $3.07 $74.8K - $85.3K
37.8K $111K
AVUS
American Centy ETF Tr Avantis

ETFs
526
+ 8.35%
$86.27 - $95.15 $45.4K - $50K
6.83K $649K
WELL
Welltower Inc.

Real Estate
56
+ 1.82%
$104.0 - $129.74 $5.82K - $7.27K
3.14K $401K
GD
General Dynamics Corp

Industrials
155
+ 5.73%
$279.51 - $308.09 $43.3K - $47.8K
2.86K $863K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
3.87K
+ 15.99%
$20.05 - $20.17 $77.6K - $78.1K
28.1K $564K
TTE
Total Energies Se

Energy
923
+ 13.96%
$68.61 - $68.61 $63.3K - $63.3K
7.54K $517K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
1.46K
+ 3.81%
$22.3 - $23.68 $32.4K - $34.5K
39.6K $930K
BTI
British American Tobacco P.L.C.

Consumer Defensive
107
+ 0.85%
$31.07 - $39.36 $3.32K - $4.21K
12.6K $462K
RSSS
Research Solutions, Inc.

Technology
15K
+ 8.68%
$2.41 - $2.89 $36K - $43.2K
187K $510K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.14K
+ 5.56%
$32.34 - $35.85 $69.1K - $76.6K
40.6K $1.44M
AIQ
Global X Funds Global X Artifi

ETFs
296
+ 0.78%
$31.85 - $37.36 $9.43K - $11.1K
38.5K $1.43M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
770
+ 42.24%
$91.43 - $117.51 $70.4K - $90.5K
2.59K $274K
ROST
Ross Stores, Inc.

Consumer Cyclical
410
+ 28.49%
$136.06 - $155.24 $55.8K - $63.6K
1.85K $278K
JKHY
Henry Jack & Associates Inc

Technology
139
+ 3.36%
$160.87 - $177.06 $22.4K - $24.6K
4.28K $755K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
342
+ 7.34%
$82.69 - $94.63 $28.3K - $32.4K
5K $464K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
2.92K
+ 6.39%
$12.16 - $13.0 $35.5K - $37.9K
48.6K $625K
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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email