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
DUK
Duke Energy Corp

Utilities
-966
- 3.52%
$99.35 - $117.71 $96K - $114K
26.4K $3.05M
BMY
Bristol Myers Squibb CO

Healthcare
-247
- 0.8%
$39.66 - $51.75 $9.8K - $12.8K
30.5K $1.58M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-493
- 0.36%
$37.37 - $41.82 $18.4K - $20.6K
135K $5.6M
PSA
Public Storage

Real Estate
-24
- 0.56%
$283.13 - $365.01 $6.8K - $8.76K
4.23K $1.54M
DE
Deere & CO

Industrials
-498
- 4.07%
$344.84 - $418.0 $172K - $208K
11.7K $4.9M
FNDC
Schwab Fundamental Intl Small

ETFs
-4.36K
- 2.96%
$33.85 - $38.5 $148K - $168K
143K $5.46M
MO
Altria Group, Inc.

Consumer Defensive
-768
- 1.06%
$45.95 - $54.71 $35.3K - $42K
71.4K $3.64M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-24.6K
- 6.08%
$46.9 - $51.96 $1.16M - $1.28M
381K $19.6M
JPM
Jpmorgan Chase & CO

Financial Services
-2.02K
- 2.11%
$194.9 - $224.8 $394K - $454K
93.7K $19.8M
VZ
Verizon Communications Inc

Communication Services
-918
- 0.78%
$38.89 - $45.0 $35.7K - $41.3K
117K $5.27M
KO
Coca Cola CO

Consumer Defensive
-3.37K
- 4.22%
$62.69 - $73.01 $211K - $246K
76.4K $5.49M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-622
- 1.24%
$74.95 - $85.33 $46.6K - $53.1K
49.5K $4.2M
SNY
Sanofi

Healthcare
-1.01K
- 1.78%
$48.54 - $58.53 $49.2K - $59.3K
55.8K $3.22M
HCA
Hca Healthcare, Inc.

Healthcare
-20
- 0.35%
$315.12 - $406.43 $6.3K - $8.13K
5.64K $2.29M
T
At&T Inc.

Communication Services
-705
- 0.42%
$18.21 - $22.28 $12.8K - $15.7K
169K $3.72M
RTX
Raytheon Technologies Corp

Industrials
-2.32K
- 6.36%
$99.55 - $123.34 $231K - $287K
34.2K $4.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.47K
- 9.42%
$405.19 - $478.57 $1.81M - $2.14M
43K $19.8M
PM
Philip Morris International Inc.

Consumer Defensive
-426
- 1.59%
$101.25 - $127.45 $43.1K - $54.3K
26.3K $3.2M
NOC
Northrop Grumman Corp

Industrials
-1.41K
- 10.21%
$423.73 - $533.14 $599K - $753K
12.4K $6.56M
GE
General Electric CO

Industrials
-60
- 0.32%
$156.66 - $189.66 $9.4K - $11.4K
18.8K $3.55M
AMT
American Tower Corp

Real Estate
-115
- 0.76%
$192.27 - $242.73 $22.1K - $27.9K
15K $3.5M
VB
Vanguard Small Cap ETF

ETFs
-2.65K
- 4.14%
$214.77 - $237.72 $569K - $629K
61.3K $14.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-551
- 1.69%
$475.2 - $527.7 $262K - $291K
32.1K $16.9M
UL
Unilever PLC

Consumer Defensive
-1.36K
- 1.89%
$54.7 - $65.59 $74.6K - $89.5K
70.8K $4.6M
FNF
Fidelity National Financial, Inc.

Financial Services
-439
- 0.76%
$48.08 - $62.04 $21.1K - $27.2K
57.2K $3.55M
GIS
General Mills Inc

Consumer Defensive
-228
- 0.32%
$62.5 - $75.15 $14.3K - $17.1K
70.6K $5.21M
DHI
Horton D R Inc

Consumer Cyclical
-3.87K
- 12.68%
$135.21 - $197.06 $523K - $762K
26.6K $5.08M
VO
Vanguard Mid Cap ETF

ETFs
-1.13K
- 2.23%
$237.84 - $263.83 $269K - $298K
49.6K $13.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-297
- 1.55%
$245.82 - $304.51 $73K - $90.4K
18.8K $5.73M
GILD
Gilead Sciences, Inc.

Healthcare
-1.29K
- 2.03%
$66.59 - $83.99 $86.2K - $109K
62.6K $5.25M
NETL
ETF Ser Solutions Net Lease CO

ETFs
-349
- 0.15%
$23.16 - $27.44 $8.08K - $9.58K
230K $6.24M
SO
Southern CO

Utilities
-3K
- 3.31%
$77.0 - $90.52 $231K - $272K
87.6K $7.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.16K
- 2.28%
$283.28 - $314.39 $612K - $679K
92.4K $29.1M
BLK
Black Rock Inc.

Financial Services
-44
- 0.71%
$782.27 - $949.51 $34.4K - $41.8K
6.18K $5.87M
MA
Mastercard Inc

Financial Services
-34
- 0.18%
$429.6 - $500.99 $14.6K - $17K
19.1K $9.41M
ACN
Accenture PLC

Technology
-376
- 1.63%
$295.44 - $355.81 $111K - $134K
22.7K $8.01M
ARES
Ares Management Corp

Financial Services
-220
- 0.47%
$133.73 - $158.05 $29.4K - $34.8K
46.7K $7.29M
LMT
Lockheed Martin Corp

Industrials
-86
- 0.79%
$460.3 - $584.56 $39.6K - $50.3K
10.7K $6.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.3K
- 0.7%
$41.9 - $48.26 $96.4K - $111K
326K $15.6M
ABBV
Abb Vie Inc.

Healthcare
-1.36K
- 2.1%
$163.84 - $199.33 $222K - $270K
63.3K $12.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.88K
- 0.4%
$57.32 - $62.65 $108K - $118K
474K $29.5M
VTI
Vanguard Total Stock Market Et

ETFs
-1.08K
- 0.83%
$255.18 - $283.2 $275K - $306K
129K $36.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.28K
- 0.7%
$105.53 - $118.34 $135K - $151K
183K $21.4M
WMT
Walmart Inc.

Consumer Defensive
-2.45K
- 1.57%
$66.91 - $81.4 $164K - $200K
154K $12.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-774
- 0.58%
$173.36 - $189.8 $134K - $147K
134K $25.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.67K
- 0.41%
$56.04 - $62.2 $150K - $166K
650K $40.4M
HD
Home Depot, Inc.

Consumer Cyclical
-491
- 1.16%
$333.64 - $405.2 $164K - $199K
41.8K $16.9M
GLD
Spdr Gold Trust

ETFs
-1.54K
- 1.56%
$215.56 - $246.98 $331K - $380K
97K $23.6M
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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