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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.74K
- 13.1%
$20.69 - $21.17 $36K - $36.8K
11.5K $242K
NUE
Nucor Corp

Basic Materials
-140
- 7.21%
$137.77 - $166.14 $19.3K - $23.3K
1.8K $270K
PRU
Prudential Financial Inc

Financial Services
-391
- 13.38%
$105.53 - $127.32 $41.3K - $49.8K
2.53K $306K
SYY
Sysco Corp

Consumer Defensive
-889
- 17.15%
$69.16 - $78.98 $61.5K - $70.2K
4.29K $335K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-473
- 20.0%
$102.5 - $112.27 $48.5K - $53.1K
1.89K $212K
ICLN
Ishares

ETFs
-3.95K
- 19.9%
$13.26 - $14.77 $52.4K - $58.4K
15.9K $233K
ROK
Rockwell Automation, Inc

Industrials
-79
- 5.63%
$248.27 - $294.37 $19.6K - $23.3K
1.33K $355K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-402
- 17.46%
$108.44 - $120.37 $43.6K - $48.4K
1.9K $228K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-891
- 6.93%
$13.62 - $15.59 $12.1K - $13.9K
12K $164K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-825
- 10.64%
$43.21 - $49.0 $35.6K - $40.4K
6.93K $335K
SHYD
Vaneck Short High Yield Muni E

ETFs
-1.87K
- 3.97%
$22.24 - $22.81 $41.6K - $42.7K
45.2K $1.03M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-25
- 4.92%
$1024.09 - $1201.76 $25.6K - $30K
483 $507K
PPL
Ppl Corp

Utilities
-3.59K
- 20.99%
$27.36 - $33.08 $98.2K - $119K
13.5K $446K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-4.16K
- 3.91%
$5.04 - $5.33 $21K - $22.2K
102K $535K
DVY
Ishares Tr

ETFs
-908
- 13.03%
$119.99 - $135.74 $109K - $123K
6.06K $818K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.74K
- 12.33%
$34.48 - $38.87 $59.9K - $67.5K
12.4K $476K
MCO
Moodys Corp

Financial Services
-128
- 18.8%
$421.49 - $494.67 $54K - $63.3K
553 $262K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.94K
- 5.61%
$12.65 - $13.91 $24.5K - $27K
32.6K $449K
WULF
Terawulf Inc.

Financial Services
-5.89K
- 25.92%
$3.31 - $6.38 $19.5K - $37.6K
16.8K $78K
LVHI
Franklin International Low Vol

ETFs
-2.16K
- 6.87%
$28.72 - $31.28 $62K - $67.5K
29.3K $909K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-620
- 6.62%
$97.81 - $108.79 $60.6K - $67.4K
8.75K $951K
C
Citigroup Inc

Financial Services
-169
- 1.55%
$56.11 - $67.61 $9.48K - $11.4K
10.7K $672K
PCAR
Paccar Inc

Industrials
-81
- 2.81%
$91.64 - $109.98 $7.42K - $8.91K
2.8K $276K
MTD
Mettler Toledo International Inc

Healthcare
-23
- 14.29%
$1308.0 - $1521.03 $30.1K - $35K
138 $206K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-908
- 3.38%
$18.74 - $20.92 $17K - $19K
26K $508K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-669
- 3.81%
$12.73 - $13.57 $8.52K - $9.08K
16.9K $216K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-642
- 5.38%
$24.05 - $24.42 $15.4K - $15.7K
11.3K $274K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-248
- 7.07%
$73.86 - $84.2 $18.3K - $20.9K
3.26K $269K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-162
- 5.2%
$92.56 - $99.46 $15K - $16.1K
2.96K $283K
SWKH
Swk Holdings Corp

Financial Services
-1.19K
- 5.48%
$16.39 - $18.0 $19.6K - $21.5K
20.6K $355K
ETN
Eaton Corp PLC

Industrials
-673
- 5.78%
$272.52 - $333.02 $183K - $224K
11K $3.64M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-313
- 7.03%
$93.65 - $97.81 $29.3K - $30.6K
4.14K $404K
BBSA
J P Morgan ETF Tr Etabuilders

Industrials
-507
- 5.73%
$47.25 - $48.83 $24K - $24.8K
8.34K $406K
BDX
Becton Dickinson & CO

Healthcare
-122
- 5.9%
$221.47 - $242.41 $27K - $29.6K
1.95K $469K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-502
- 4.44%
$31.97 - $37.3 $16K - $18.7K
10.8K $386K
KMB
Kimberly Clark Corp

Consumer Defensive
-298
- 4.1%
$135.05 - $148.35 $40.2K - $44.2K
6.98K $992K
TIP
Ishares Tr Tips Bd ETF

ETFs
-445
- 4.53%
$105.92 - $110.83 $47.1K - $49.3K
9.38K $1.04M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-200
- 10.28%
$169.12 - $184.42 $33.8K - $36.9K
1.75K $321K
MAR
Marriott International Inc

Consumer Cyclical
-91
- 6.33%
$211.35 - $255.11 $19.2K - $23.2K
1.35K $334K
NWL
Newell Brands Inc.

Consumer Defensive
-3.65K
- 25.99%
$5.73 - $8.91 $20.9K - $32.5K
10.4K $79K
ANSS
Ansys Inc

Technology
-15
- 0.77%
$296.54 - $331.25 $4.45K - $4.97K
1.92K $612K
EUSB
Ishares Tr Esg Advanced Total

Technology
-455
- 8.3%
$42.09 - $44.64 $19.2K - $20.3K
5.03K $222K
ACWI
Ishares Msci Acwi ETF

ETFs
-210
- 10.93%
$107.24 - $119.84 $22.5K - $25.2K
1.71K $204K
CRUS
Cirrus Logic, Inc.

Technology
-15
- 0.55%
$112.86 - $145.69 $1.69K - $2.19K
2.73K $339K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-277
- 8.12%
$107.13 - $116.56 $29.7K - $32.3K
3.14K $364K
IVE
Ishares S&P 500 Value ETF

ETFs
-624
- 8.38%
$181.06 - $197.17 $113K - $123K
6.82K $1.35M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.92K
- 1.87%
$47.93 - $49.06 $140K - $143K
153K $7.49M
VT
Vanguard Total World Stk Index

ETFs
-319
- 7.85%
$107.72 - $119.96 $34.4K - $38.3K
3.75K $448K
HNDL
Strategy Shs

ETFs
-1.31K
- 7.27%
$20.96 - $22.29 $27.5K - $29.3K
16.8K $372K
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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