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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-540
- 3.11%
$22.51 - $23.92 $12.2K - $12.9K
16.8K $400K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-548
- 7.88%
$54.31 - $61.04 $29.8K - $33.4K
6.41K $390K
BR
Broadridge Financial Solutions, Inc.

Technology
-106
- 6.41%
$196.56 - $218.55 $20.8K - $23.2K
1.55K $332K
AGZ
Ishares Agency Bond ETF

ETFs
-12
- 0.41%
$107.35 - $110.79 $1.29K - $1.33K
2.88K $318K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-84
- 1.51%
$42.66 - $45.18 $3.58K - $3.8K
5.47K $246K
ANET
Arista Networks, Inc.

Technology
-423
- 8.28%
$311.42 - $388.21 $132K - $164K
4.69K $1.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-20
- 0.17%
$11.52 - $12.52 $230 - $250
11.5K $141K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-8
- 0.07%
$47.7 - $48.54 $382 - $388
11.6K $565K
SAN
Banco Santander, S.A.

Financial Services
-248
- 1.16%
$4.37 - $5.16 $1.08K - $1.28K
21.1K $107K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-421
- 2.56%
$46.29 - $48.52 $19.5K - $20.4K
16K $774K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-6.26K
- 2.51%
$24.38 - $25.2 $153K - $158K
244K $6.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-471
- 2.75%
$84.77 - $97.13 $39.9K - $45.7K
16.6K $1.59M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-935
- 6.58%
$34.95 - $39.2 $32.7K - $36.7K
13.3K $516K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-44
- 1.98%
$119.93 - $131.26 $5.28K - $5.78K
2.18K $284K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-623
- 5.16%
$55.06 - $62.25 $34.3K - $38.8K
11.4K $703K
VUG
Vanguard Growth ETF

ETFs
-374
- 2.38%
$341.08 - $391.94 $128K - $147K
15.3K $5.89M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-139
- 3.07%
$110.22 - $120.89 $15.3K - $16.8K
4.39K $528K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-290
- 2.59%
$24.38 - $30.06 $7.07K - $8.72K
10.9K $325K
TSCO
Tractor Supply CO

Consumer Cyclical
-11
- 1.42%
$251.95 - $290.93 $2.77K - $3.2K
761 $221K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.15K
- 10.16%
$125.95 - $142.04 $397K - $448K
27.9K $3.96M
DD
Du Pont De Nemours, Inc.

Basic Materials
-159
- 4.78%
$77.22 - $89.49 $12.3K - $14.2K
3.17K $282K
ARKW
Ark Next Generation Internet E

ETFs
-35
- 1.29%
$68.06 - $85.67 $2.38K - $3K
2.67K $227K
ENFR
Alerian Energy Infrastructure

ETFs
-60
- 0.6%
$26.22 - $28.65 $1.57K - $1.72K
9.94K $281K
DFIV
Dimensional ETF Tr

ETFs
-123
- 1.3%
$34.66 - $38.38 $4.26K - $4.72K
9.33K $355K
CG
Carlyle Group Inc.

Financial Services
-9
- 0.17%
$37.24 - $49.74 $335 - $448
5.41K $233K
AWK
American Water Works Company, Inc.

Utilities
-131
- 6.2%
$127.76 - $149.9 $16.7K - $19.6K
1.98K $289K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-343
- 3.91%
$48.51 - $52.86 $16.6K - $18.1K
8.43K $445K
YUM
Yum Brands Inc

Consumer Cyclical
-77
- 1.95%
$125.95 - $139.96 $9.7K - $10.8K
3.87K $540K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-27
- 0.19%
$48.96 - $50.57 $1.32K - $1.37K
14.3K $722K
VV
Vanguard Large Cap ETF

ETFs
-136
- 3.43%
$236.92 - $263.4 $32.2K - $35.8K
3.83K $1.01M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-203
- 3.46%
$63.5 - $69.79 $12.9K - $14.2K
5.67K $395K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-111
- 2.72%
$58.2 - $64.99 $6.46K - $7.21K
3.97K $257K
DCI
Donaldson CO Inc

Industrials
-76
- 0.65%
$69.34 - $74.86 $5.27K - $5.69K
11.7K $858K
CTSH
Cognizant Technology Solutions Corp

Technology
-179
- 4.81%
$66.89 - $77.87 $12K - $13.9K
3.55K $273K
EWJ
Ishares Msci Japan ETF

ETFs
-363
- 2.54%
$63.12 - $72.99 $22.9K - $26.5K
13.9K $996K
AMRC
Ameresco, Inc.

Industrials
-1.55K
- 17.7%
$25.8 - $38.78 $40K - $60.1K
7.21K $273K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-1
- 0.01%
$31.4 - $40.35 $31.4 - $40.4
10.4K $389K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-196
- 3.67%
$112.99 - $126.45 $22.1K - $24.8K
5.15K $648K
VBK
Vanguard Small Cap Growth ETF

ETFs
-9
- 0.65%
$240.48 - $267.94 $2.16K - $2.41K
1.37K $366K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-263
- 3.0%
$25.27 - $30.5 $6.65K - $8.02K
8.51K $251K
EVR
Evercore Inc.

Financial Services
-550
- 15.29%
$211.0 - $258.67 $116K - $142K
3.05K $772K
IQV
Iqvia Holdings Inc.

Healthcare
-87
- 5.1%
$206.81 - $251.55 $18K - $21.9K
1.62K $383K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-301
- 3.07%
$94.31 - $103.26 $28.4K - $31.1K
9.52K $976K
TSN
Tyson Foods, Inc.

Consumer Defensive
-272
- 1.63%
$55.91 - $65.87 $15.2K - $17.9K
16.4K $975K
TDY
Teledyne Technologies Inc

Technology
-6
- 1.08%
$381.47 - $437.71 $2.29K - $2.63K
548 $239K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-295
- 8.35%
$98.71 - $117.61 $29.1K - $34.7K
3.24K $380K
XT
Ishares Tr Exponential Technol

ETFs
-5.14K
- 3.09%
$54.51 - $61.59 $280K - $317K
161K $9.81M
STE
Steris PLC

Healthcare
-2
- 0.16%
$213.51 - $247.14 $427 - $494
1.26K $304K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-1.77K
- 4.98%
$15.71 - $18.52 $27.7K - $32.7K
33.7K $592K
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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