Dynamic Advisor Solutions LLC Closed Holding Positions

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
14,130
$3.85 - $6.71 $54.4K - $94.8K
MLPA
Global X Mlp ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
73,501
$32.8 - $39.01 $2.41M - $2.87M
GH
Guardant Health, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
3,785
$88.71 - $120.43 $336K - $456K
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2021 Filed on Jan 26, 2022
7,639
$39.36 - $40.4 $301K - $309K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
2,827
$73.76 - $100.53 $209K - $284K
IETC
Ishares U S ETF Tr

ETFs
Q4 2021 Filed on Jan 26, 2022
5,500
$55.04 - $62.46 $303K - $344K
BCO
Brinks CO

Industrials
Q4 2021 Filed on Jan 26, 2022
18,852
$58.99 - $70.46 $1.11M - $1.33M
USTB
Victory Portfolios Ii Victorys

ETFs
Q4 2021 Filed on Jan 26, 2022
4,000
$51.29 - $51.87 $205K - $207K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Jan 26, 2022
20,562
$26.61 - $27.97 $547K - $575K
Ishares U S ETF Tr
Q4 2021 Filed on Jan 26, 2022
14,278
N/A
SONM
Sonim Technologies Inc

Technology
Q4 2021 Filed on Jan 26, 2022
11,911
$0.89 - $2.54 $10.6K - $30.3K
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
4,104
$77.09 - $83.81 $316K - $344K
LMND
Lemonade, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
8,296
$39.64 - $72.06 $329K - $598K
NTRA
Natera, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
2,037
$86.26 - $119.0 $176K - $242K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
300
$34.93 - $62.68 $10.5K - $18.8K
Pimco Income Opportunity Fd
Q4 2021 Filed on Jan 26, 2022
9,572
N/A
UPWK
Upwork, Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
8,500
$31.73 - $60.02 $270K - $510K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
66,503
$15.66 - $18.28 $1.04M - $1.22M
ZG
Zillow Group, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
4,193
$52.38 - $105.72 $220K - $443K
XXII
22nd Century Group, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
46,737
$2.14 - $3.31 $100K - $155K
AEI
Alset E Home International Inc.

Real Estate
Q4 2021 Filed on Jan 26, 2022
100,000
$0.56 - $2.35 $56K - $235K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Jan 26, 2022
5,725
$41.59 - $49.44 $238K - $283K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q4 2021 Filed on Jan 26, 2022
1,518
$144.34 - $152.13 $219K - $231K
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,157
$134.56 - $217.97 $156K - $252K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Jan 26, 2022
11,529
$15.36 - $18.38 $177K - $212K
S
Sentinel One, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
3,857
$45.01 - $76.3 $174K - $294K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
Q4 2021 Filed on Jan 26, 2022
8,618
$29.5 - $30.61 $254K - $264K
WLDN
Willdan Group, Inc.

Industrials
Q4 2021 Filed on Jan 26, 2022
13,317
$31.44 - $42.29 $419K - $563K
HOOD
Robinhood Markets, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
200
$17.11 - $42.07 $3.42K - $8.41K
LMND
Lemonade, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
100
$39.64 - $72.06 $3.96K - $7.21K
Altabancorp
Q4 2021 Filed on Jan 26, 2022
77,521
N/A
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2021 Filed on Jan 26, 2022
146,965
$15.7 - $19.0 $2.31M - $2.79M
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
20,624
$19.6 - $34.99 $404K - $722K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q4 2021 Filed on Jan 26, 2022
7,110
$27.31 - $31.95 $194K - $227K
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2021 Filed on Jan 26, 2022
2,803
$79.78 - $88.41 $224K - $248K
DRIV
Global X Fds Global X Autonomo

ETFs
Q4 2021 Filed on Jan 26, 2022
8,560
$26.95 - $32.11 $231K - $275K
CNK
Cinemark Holdings, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
30,930
$15.21 - $22.11 $470K - $684K
APPS
Digital Turbine, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
4,012
$48.85 - $91.4 $196K - $367K
FUBO
Fubo Tv Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
2,500
$15.4 - $33.87 $38.5K - $84.7K
ONEM
1 Life Healthcare Inc

Healthcare
Q3 2021 Filed on Oct 28, 2021
8,336
$19.51 - $33.49 $163K - $279K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 28, 2021
100
$105.26 - $152.99 $10.5K - $15.3K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 28, 2021
2,294
$105.26 - $152.99 $241K - $351K
EVBG
Everbridge, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
5,000
$129.52 - $166.36 $648K - $832K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
1,500
$34.9 - $50.9 $52.4K - $76.4K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2021 Filed on Oct 28, 2021
400
$22.56 - $52.69 $9.02K - $21.1K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
8,000
$20.62 - $37.72 $165K - $302K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q3 2021 Filed on Oct 28, 2021
200
$74.79 - $93.64 $15K - $18.7K
Proshares Tr
Q3 2021 Filed on Oct 28, 2021
30,000
N/A
Mma Capital Holdings Inc
Q3 2021 Filed on Oct 28, 2021
22,345
N/A
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