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
RPG
Invesco Exchange Traded Fd Tr

ETFs
-5.33K
- 20.39%
$33.68 - $39.31 $179K - $209K
20.8K $816K
TRGP
Targa Resources Corp.

Energy
-1.61K
- 36.14%
$127.86 - $156.46 $206K - $252K
2.85K $421K
PSX
Phillips 66

Energy
-209
- 1.65%
$125.0 - $147.17 $26.1K - $30.8K
12.4K $1.63M
IXN
Ishares Global Information Tec

ETFs
-1.59K
- 15.73%
$73.0 - $87.81 $116K - $140K
8.52K $702K
HUBS
Hubspot Inc

Technology
-15
- 0.72%
$450.09 - $592.58 $6.75K - $8.89K
2.08K $1.11M
FNDA
Schwab Fundamental U S Small C

ETFs
-2.9K
- 32.39%
$54.26 - $60.01 $157K - $174K
6.04K $360K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-9.16K
- 35.5%
$15.25 - $17.31 $140K - $159K
16.6K $276K
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
-117K
- 90.38%
$0.74 - $1.26 $86.5K - $147K
12.4K $11K
XLI
Industrial Sector Spdr

ETFs
-2.21K
- 16.1%
$120.56 - $135.44 $266K - $299K
11.5K $1.56M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-4.92K
- 15.98%
$23.78 - $25.04 $117K - $123K
25.8K $647K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.95K
- 9.2%
$77.02 - $85.06 $689K - $761K
88.3K $7.47M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-955
- 13.83%
$100.3 - $100.74 $95.8K - $96.2K
5.95K $599K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.5K
- 13.07%
$170.05 - $200.86 $255K - $301K
9.97K $2M
STZ
Constellation Brands, Inc.

Consumer Defensive
-376
- 4.14%
$236.42 - $259.82 $88.9K - $97.7K
8.71K $2.24M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.43K
- 13.66%
$91.37 - $101.65 $131K - $145K
9.03K $918K
IBB
Ishares Biotechnology ETF

ETFs
-867
- 18.16%
$135.09 - $149.47 $117K - $130K
3.91K $568K
TER
Teradyne, Inc

Technology
-365
- 15.79%
$114.25 - $163.0 $41.7K - $59.5K
1.95K $260K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.4K
- 21.21%
$95.81 - $109.03 $134K - $152K
5.19K $558K
WDC
Western Digital Corp

Technology
-687
- 15.01%
$56.25 - $80.24 $38.6K - $55.1K
3.89K $265K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-953
- 22.53%
$82.41 - $92.06 $78.5K - $87.7K
3.28K $295K
VTRS
Viatris Inc

Healthcare
-8.73K
- 35.03%
$10.32 - $12.13 $90.1K - $106K
16.2K $187K
MCK
Mckesson Corp

Healthcare
-33
- 4.98%
$479.06 - $630.38 $15.8K - $20.8K
629 $310K
AIG
American International Group, Inc.

Financial Services
-909
- 10.88%
$70.16 - $79.23 $63.8K - $72K
7.45K $545K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.47K
- 17.98%
$50.2 - $50.48 $73.8K - $74.2K
6.71K $336K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.15K
- 16.58%
$57.96 - $65.72 $66.8K - $75.7K
5.8K $346K
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.37K
- 16.27%
$247.34 - $300.11 $338K - $410K
7.03K $2.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.69K
- 3.18%
$49.93 - $51.15 $184K - $189K
112K $5.74M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-5.39K
- 21.84%
$28.7 - $35.25 $155K - $190K
19.3K $664K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.42K
- 8.8%
$29.85 - $41.1 $72.2K - $99.4K
25.1K $982K
SQ
Block, Inc.

Technology
-1.21K
- 20.63%
$57.21 - $72.07 $69.2K - $87.1K
4.65K $312K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-10.5K
- 12.67%
$8.59 - $9.07 $90.1K - $95.1K
72.3K $653K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.18K
- 23.9%
$65.36 - $71.76 $76.9K - $84.5K
3.75K $268K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-981
- 23.6%
$65.03 - $73.27 $63.8K - $71.9K
3.18K $231K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-7.9K
- 6.28%
$21.35 - $22.73 $169K - $180K
118K $2.66M
CVS
Cvs Health Corp

Healthcare
-3.71K
- 7.96%
$55.81 - $63.18 $207K - $234K
42.9K $2.69M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.28K
- 20.93%
$156.14 - $187.2 $200K - $239K
4.83K $892K
BXSL
Blackstone Secured Lending Fund

Financial Services
-547
- 1.82%
$28.75 - $31.59 $15.7K - $17.3K
29.6K $865K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
-20K
- 2.75%
$0.98 - $1.47 $19.6K - $29.4K
707K $699K
TTMI
Ttm Technologies Inc

Technology
-1K
- 3.23%
$16.98 - $22.41 $17K - $22.4K
30K $547K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.95K
- 3.27%
$76.38 - $78.87 $225K - $233K
87.2K $6.86M
HDV
Ishares Core High Dividend ETF

ETFs
-745
- 18.19%
$107.62 - $118.76 $80.2K - $88.5K
3.35K $394K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.92K
- 8.78%
$162.83 - $179.16 $800K - $881K
51K $9.15M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-2.05K
- 9.8%
$14.36 - $16.0 $29.4K - $32.8K
18.9K $284K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-430
- 1.36%
$62.4 - $62.4 $26.8K - $26.8K
31.3K $1.95M
TXN
Texas Instruments Inc

Technology
-223
- 0.57%
$194.6 - $194.6 $43.4K - $43.4K
39.2K $7.63M
HRL
Hormel Foods Corp

Consumer Defensive
-1.7K
- 16.02%
$30.04 - $33.14 $51.1K - $56.3K
8.91K $282K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.12K
- 10.52%
$47.95 - $49.61 $53.7K - $55.5K
9.52K $470K
HES
Hess Corp

Energy
-113
- 5.71%
$126.3 - $155.44 $14.3K - $17.6K
1.87K $253K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-685
- 6.68%
$59.61 - $60.15 $40.8K - $41.2K
9.56K $572K
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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