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
FIS
Fidelity National Information Services, Inc.

Technology
-443
- 12.55%
$72.8 - $85.04 $32.3K - $37.7K
3.09K $258K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
-3.39K
- 4.94%
$8.42 - $8.84 $28.6K - $30K
65.3K $577K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-247
- 10.47%
$111.9 - $124.28 $27.6K - $30.7K
2.11K $260K
IDXX
Idexx Laboratories Inc

Healthcare
-39
- 5.36%
$455.08 - $517.19 $17.7K - $20.2K
688 $347K
RJF
Raymond James Financial Inc

Financial Services
-30
- 1.18%
$106.39 - $125.13 $3.19K - $3.75K
2.52K $308K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.19K
- 1.58%
$38.33 - $42.48 $45.7K - $50.6K
74.3K $3.12M
ZTS
Zoetis Inc.

Healthcare
-1.19K
- 11.59%
$172.58 - $196.48 $205K - $234K
9.08K $1.77M
ALB
Albemarle Corp

Basic Materials
-28
- 0.58%
$72.85 - $100.09 $2.04K - $2.8K
4.8K $454K
WMB
Williams Companies, Inc.

Energy
-1.41K
- 7.56%
$41.24 - $46.22 $58.1K - $65.1K
17.2K $786K
EMB
Ishares Tr

ETFs
-327
- 6.23%
$87.75 - $93.74 $28.7K - $30.7K
4.93K $460K
OTIS
Otis Worldwide Corp

Industrials
-277
- 8.33%
$91.43 - $104.43 $25.3K - $28.9K
3.05K $317K
TDVG
T Rowe Price Exchange Traded F

Technology
-485
- 6.86%
$37.87 - $40.96 $18.4K - $19.9K
6.59K $269K
VBR
Vanguard Small Cap Value ETF

ETFs
-603
- 9.25%
$179.99 - $201.6 $109K - $122K
5.92K $1.19M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-678
- 3.63%
$15.71 - $17.51 $10.7K - $11.9K
18K $312K
LUV
Southwest Airlines CO

Industrials
-375
- 4.14%
$23.7 - $29.93 $8.89K - $11.2K
8.69K $257K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-508
- 2.0%
$23.57 - $24.19 $12K - $12.3K
24.8K $599K
Gsk PLC
-875
- 8.56%
N/A
9.35K $0
QTUM
ETF Ser Solutions Defiance Qua
-10
- 0.28%
N/A
3.59K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-13.9K
- 25.81%
N/A
39.8K $0
AKTS
Akoustis Technologies, Inc.

Technology
-50
- 0.33%
$0.05 - $0.14 $2.5 - $7
15K $1K
Dimensional ETF Trust
-1.71K
- 20.1%
N/A
6.8K $0
XC
Wisdomtree Tr Emerging Mkts Ex
-155
- 1.04%
N/A
14.8K $0
JGRO
J P Morgan Exchange Traded Fd
-343
- 3.2%
N/A
10.4K $0
Kenvue Inc
-9.65K
- 14.1%
N/A
58.8K $0
JPHY
Jp Morgan High Yield Research

ETFs
-12.4K
- 49.59%
N/A
12.6K $0
Thomson Reuters Corp.
-115
- 0.33%
N/A
35.1K $0
Sila Realty Trust Inc
-16.4K
- 46.21%
N/A
19K $0
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-320
- 3.51%
$31.14 - $33.49 $9.96K - $10.7K
8.79K $294K
Pimco ETF Tr
-214K
- 80.54%
N/A
51.7K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-518
- 1.55%
N/A
32.8K $0
Capital Group Core Balanced
-342
- 4.06%
N/A
8.07K $0
Ge Vernova Inc
-133
- 2.79%
N/A
4.63K $0
CRH.L
Crh PLC

Basic Materials
-25
- 0.24%
N/A
10.3K $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-6
- 0.73%
$320.55 - $412.94 $1.92K - $2.48K
820 $319K
ONB
Old National Bancorp

Financial Services
-1.17K
- 7.4%
$16.67 - $20.22 $19.5K - $23.7K
14.7K $273K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-50
- 1.12%
$51.0 - $52.05 $2.55K - $2.6K
4.42K $229K
ADI
Analog Devices Inc

Technology
-40
- 0.63%
$200.56 - $243.33 $8.02K - $9.73K
6.26K $1.44M
COF
Capital One Financial Corp

Financial Services
-842
- 7.36%
$131.42 - $153.05 $111K - $129K
10.6K $1.59M
VOE
Vanguard Mid Cap Value Index F

ETFs
-263
- 9.57%
$149.02 - $167.67 $39.2K - $44.1K
2.49K $416K
DFAU
Dimensional ETF Tr

ETFs
-1.43K
- 5.16%
$35.8 - $39.69 $51.2K - $56.8K
26.3K $1.04M
SPYG
Spdr Portfolio

ETFs
-113
- 2.25%
$73.38 - $84.1 $8.29K - $9.5K
4.91K $406K
IWV
Ishares Russell 3000 ETF

ETFs
-239
- 5.2%
$294.75 - $326.73 $70.4K - $78.1K
4.36K $1.42M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.52K
- 1.48%
$48.06 - $49.39 $73K - $75K
101K $5M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-287
- 0.63%
$2.9 - $3.12 $832 - $895
45.3K $140K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-525
- 4.79%
$59.93 - $66.52 $31.5K - $34.9K
10.4K $694K
SPE
Special Opportunities Fund, Inc.

Financial Services
-230
- 2.22%
$12.89 - $13.92 $2.96K - $3.2K
10.1K $140K
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
-1.56K
- 7.08%
$8.04 - $9.03 $12.5K - $14.1K
20.5K $183K
CTVA
Corteva, Inc.

Basic Materials
-216
- 5.63%
$50.72 - $58.78 $11K - $12.7K
3.62K $212K
DVA
Davita Inc.

Healthcare
-345
- 14.03%
$133.98 - $165.19 $46.2K - $57K
2.11K $346K
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