Dynamic Advisor Solutions LLC Sells in Q3 2024

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-173K
- 93.97%
$30.61 - $34.92 $5.28M - $6.03M
11.1K $381K
BOND
Pimco Active Bond Exchange Tra

ETFs
-37K
- 89.05%
$90.01 - $95.32 $3.33M - $3.53M
4.55K $430K
MSFT
Microsoft Corp

Technology
-1.32K
- 0.82%
$395.15 - $467.56 $520K - $615K
160K $68.9M
CMF
Ishares California Muni Bond E

ETFs
-52.4K
- 64.11%
$56.65 - $58.17 $2.97M - $3.05M
29.3K $1.7M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-64.3K
- 81.98%
$44.07 - $50.57 $2.83M - $3.25M
14.1K $714K
SLV
I Shares Silver Trust

ETFs
-93K
- 59.65%
$24.33 - $29.38 $2.26M - $2.73M
62.9K $1.79M
GOOG
Alphabet Inc.

Communication Services
-5.65K
- 7.7%
$149.54 - $192.66 $845K - $1.09M
67.8K $11.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-46.6K
- 89.34%
$42.54 - $47.97 $1.98M - $2.23M
5.56K $264K
IXUS
Ishares Tr

ETFs
-30.3K
- 68.73%
$64.9 - $73.35 $1.97M - $2.23M
13.8K $1M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-41.6K
- 49.88%
$40.48 - $45.39 $1.69M - $1.89M
41.9K $1.84M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-17.7K
- 30.14%
$91.42 - $91.82 $1.62M - $1.63M
41.1K $3.78M
SOXX
Ishares Semiconductor ETF

ETFs
-4.2K
- 14.11%
$199.29 - $265.49 $837K - $1.12M
25.6K $5.9M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-62.2K
- 42.06%
$23.43 - $24.12 $1.46M - $1.5M
85.7K $2.06M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.97K
- 48.07%
$460.0 - $505.78 $1.37M - $1.5M
3.21K $1.49M
TJX
Tjx Companies Inc

Consumer Cyclical
-13.4K
- 44.3%
$107.93 - $120.23 $1.44M - $1.61M
16.8K $1.97M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-25.9K
- 54.08%
$51.78 - $52.98 $1.34M - $1.37M
22K $1.16M
TFLO
Ishares Treasury Floating Rate

ETFs
-23.9K
- 26.27%
$50.42 - $50.66 $1.2M - $1.21M
67K $3.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.66K
- 3.26%
$434.77 - $502.96 $2.46M - $2.85M
168K $81.9M
MGC
Vanguard Mega Cap ETF

ETFs
-5.93K
- 63.41%
$185.93 - $206.64 $1.1M - $1.23M
3.42K $707K
INTU
Intuit Inc

Technology
-1.09K
- 10.33%
$602.97 - $670.49 $657K - $731K
9.46K $5.87M
DBAW
Xtrackers Msci All World Ex Us

ETFs
-36.5K
- 25.1%
$31.36 - $35.15 $1.14M - $1.28M
109K $3.8M
MRK
Merck & Co., Inc.

Healthcare
-1.96K
- 2.43%
$111.15 - $128.97 $218K - $253K
78.7K $8.94M
MNST
Monster Beverage Corp

Consumer Defensive
-21.3K
- 55.56%
$45.01 - $52.47 $959K - $1.12M
17K $889K
DGRO
Ishares Core Dividend Growth E

ETFs
-38.4K
- 14.05%
$57.47 - $62.76 $2.21M - $2.41M
235K $14.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-28.8K
- 84.66%
$33.89 - $41.64 $975K - $1.2M
5.21K $207K
SRLN
Ssga Active Trust

ETFs
-21.5K
- 62.08%
$40.93 - $41.85 $878K - $898K
13.1K $547K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-10.1K
- 74.76%
$84.81 - $93.54 $860K - $949K
3.42K $314K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-17.4K
- 17.91%
$56.04 - $62.99 $974K - $1.1M
79.7K $4.87M
FCX
Freeport Mcmoran Inc

Basic Materials
-18.2K
- 51.66%
$39.52 - $51.92 $719K - $945K
17K $850K
FNK
First Trust Mid Cap Value Alph

ETFs
-17K
- 80.74%
$50.08 - $55.68 $853K - $948K
4.06K $221K
STLA
Stellantis N.V.

Consumer Cyclical
-38.2K
- 75.05%
$14.05 - $20.71 $536K - $790K
12.7K $178K
MCHP
Microchip Technology Inc

Technology
-6.38K
- 24.2%
$72.0 - $95.98 $460K - $613K
20K $1.61M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-16.8K
- 26.69%
$54.38 - $59.77 $916K - $1.01M
46.3K $2.74M
LRCX
Lam Research Corp

Technology
-261
- 11.23%
$731.56 - $1127.3 $191K - $294K
2.06K $1.68M
EFG
Msci Eafe Growth ETF

ETFs
-7.9K
- 67.71%
$96.84 - $108.77 $765K - $860K
3.77K $405K
BA
Boeing CO

Industrials
-1.53K
- 8.38%
$152.04 - $190.6 $232K - $291K
16.7K $2.54M
NVO
Novo Nordisk A S

Healthcare
-812
- 2.89%
$119.07 - $145.42 $96.7K - $118K
27.2K $3.24M
XLK
Technology Sector Spdr

ETFs
-3.29K
- 9.84%
$197.34 - $237.68 $649K - $781K
30.1K $6.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.38K
- 40.2%
$217.89 - $392.15 $302K - $543K
2.06K $577K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-13.8K
- 21.06%
$50.61 - $50.96 $696K - $701K
51.6K $2.63M
SMCI
Super Micro Computer, Inc.

Technology
-396
- 30.53%
$386.46 - $909.96 $153K - $360K
901 $375K
VIG
Vanguard Dividend Appreciation

ETFs
-3.63K
- 10.49%
$182.15 - $182.15 $662K - $662K
31K $5.65M
INTC
Intel Corp

Technology
-2.32K
- 2.85%
$18.9 - $34.87 $43.8K - $80.9K
79K $1.85M
QCOM
Qualcomm Inc

Technology
-548
- 2.82%
$156.12 - $209.64 $85.6K - $115K
18.9K $3.21M
KHC
Kraft Heinz CO

Consumer Defensive
-22.7K
- 46.17%
$31.86 - $36.13 $723K - $820K
26.5K $928K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.28K
- 6.09%
$100.09 - $100.69 $628K - $632K
96.7K $9.74M
IEMG
Ishares Inc

ETFs
-11.1K
- 6.08%
$53.64 - $53.64 $596K - $596K
172K $9.21M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-11K
- 35.48%
$49.69 - $50.5 $545K - $554K
20K $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.39K
- 31.01%
$162.64 - $179.3 $551K - $608K
7.54K $1.35M
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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