Dynamic Advisor Solutions LLC Reduced Holdings in Q3 2024

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-20.9K
- 22.76%
$32.04 - $37.11 $670K - $776K
71K $2.58M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-13K
- 28.17%
$39.47 - $49.4 $513K - $642K
33.1K $1.58M
IEF
Ishares Barclays

ETFs
-4.93K
- 65.28%
$92.67 - $99.14 $457K - $489K
2.62K $257K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-10.9K
- 27.94%
$46.5 - $49.42 $506K - $537K
28K $1.38M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-9.73K
- 46.86%
$44.24 - $49.47 $431K - $481K
11K $546K
DIS
Walt Disney CO

Communication Services
-2.82K
- 5.94%
$85.6 - $98.61 $241K - $278K
44.6K $4.29M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-9.49K
- 24.81%
$60.13 - $68.17 $570K - $647K
28.7K $1.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.42K
- 7.46%
$92.63 - $105.69 $594K - $678K
79.6K $8.29M
OXY
Occidental Petroleum Corp

Energy
-3.16K
- 18.11%
$49.91 - $63.73 $158K - $202K
14.3K $737K
NFLX
Netflix Inc

Communication Services
-1.01K
- 9.83%
$598.55 - $722.26 $605K - $729K
9.27K $6.57M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-4.66K
- 29.24%
$97.19 - $109.09 $453K - $509K
11.3K $1.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.1K
- 7.55%
$54.98 - $59.51 $830K - $899K
185K $11M
IAU
Ishares Gold Trust

ETFs
-9.78K
- 35.89%
$44.06 - $50.5 $431K - $494K
17.5K $868K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-4.6K
- 4.6%
$94.39 - $96.15 $434K - $442K
95.5K $9.16M
F
Ford Motor CO

Consumer Cyclical
-8.73K
- 7.86%
$9.71 - $14.55 $84.8K - $127K
102K $1.08M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
-6.72K
- 47.47%
$47.76 - $52.28 $321K - $351K
7.44K $388K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-899
- 15.93%
$211.47 - $281.27 $190K - $253K
4.74K $1.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.64K
- 24.62%
$178.94 - $207.0 $293K - $339K
5.02K $1.01M
DG
Dollar General Corp

Consumer Defensive
-1.16K
- 26.72%
$80.41 - $132.42 $93.3K - $154K
3.18K $269K
EPD
Enterprise Products Partners L.P.

Energy
-10.2K
- 9.41%
$27.88 - $30.0 $286K - $307K
98.6K $2.87M
MU
Micron Technology Inc

Technology
-463
- 5.73%
$86.27 - $136.82 $39.9K - $63.3K
7.61K $789K
COP
Conocophillips

Energy
-634
- 2.97%
$102.3 - $116.61 $64.9K - $73.9K
20.7K $2.18M
HAL
Halliburton CO

Energy
-6.1K
- 36.36%
$27.81 - $36.44 $170K - $222K
10.7K $310K
FDX
Fedex Corp

Industrials
-275
- 4.01%
$254.64 - $313.52 $70K - $86.2K
6.59K $1.8M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-9.7K
- 18.48%
$25.19 - $25.5 $244K - $247K
42.8K $1.09M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4.14K
- 26.3%
$71.19 - $76.59 $295K - $317K
11.6K $887K
GLW
Corning Inc

Technology
-9.78K
- 31.21%
$37.76 - $46.2 $369K - $452K
21.6K $973K
XLF
Financial Sector Spdr

ETFs
-8.75K
- 23.86%
$40.84 - $45.74 $357K - $400K
27.9K $1.27M
SONY
Sony Group Corp

Technology
-3.5K
- 41.68%
$81.61 - $98.65 $286K - $345K
4.9K $472K
SCHW
Schwab Charles Corp

Financial Services
-1.32K
- 7.73%
$61.74 - $76.08 $81.6K - $101K
15.8K $1.02M
VGT
Vanguard Information Technolog

ETFs
-454
- 13.72%
$514.43 - $606.85 $234K - $276K
2.85K $1.67M
DVN
Devon Energy Corp

Energy
-1.02K
- 4.64%
$37.87 - $48.65 $38.5K - $49.5K
20.9K $816K
MBB
Ishares Tr

ETFs
-2.72K
- 27.49%
$90.85 - $96.66 $247K - $263K
7.16K $686K
VPU
Vanguard Utilities ETF

ETFs
-2.71K
- 28.07%
$146.64 - $174.54 $398K - $474K
6.95K $1.21M
MUB
Ishares National Muni Bond ETF

ETFs
-3.83K
- 3.96%
$106.13 - $108.7 $406K - $416K
92.8K $10.1M
XLC
Select Sector Spdr Tr Communic

ETFs
-3.2K
- 19.54%
$82.16 - $90.4 $263K - $290K
13.2K $1.19M
BAC
Bank Of America Corp

Financial Services
-4.76K
- 4.0%
$36.65 - $44.13 $175K - $210K
114K $4.54M
SUB
Ishares Short Term National Mu

ETFs
-2.91K
- 4.29%
$104.3 - $106.3 $304K - $310K
65.1K $6.91M
LEAD
Siren Divcon Leaders Dividend

ETFs
-3.54K
- 37.31%
$62.93 - $69.43 $223K - $246K
5.95K $412K
NXPI
Nxp Semiconductors N.V.

Technology
-86
- 1.46%
$225.14 - $290.78 $19.4K - $25K
5.8K $1.39M
VXF
Vanguard Extended Market ETF

ETFs
-2.24K
- 13.56%
$163.98 - $182.92 $368K - $410K
14.3K $2.6M
BP
Bp PLC

Energy
-2.62K
- 11.83%
$30.78 - $37.05 $80.6K - $97.1K
19.5K $612K
VHT
Vanguard Health Care ETF

ETFs
-954
- 18.16%
$261.88 - $288.1 $250K - $275K
4.3K $1.21M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-6.15K
- 25.19%
$29.41 - $32.91 $181K - $202K
18.3K $596K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.6K
- 19.13%
$42.22 - $48.62 $237K - $272K
23.7K $1.1M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.42K
- 55.22%
$85.44 - $110.36 $207K - $267K
1.97K $216K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.93K
- 12.96%
$41.95 - $43.42 $207K - $214K
33.1K $1.44M
SHEL
Shell PLC

Energy
-798
- 4.39%
$65.65 - $73.28 $52.4K - $58.5K
17.4K $1.15M
ELV
Elevance Health, Inc.

Healthcare
-56
- 0.9%
$500.12 - $562.29 $28K - $31.5K
6.18K $3.21M
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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