Dynamic Advisor Solutions LLC Closed Holding Positions

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BIGC
Big Commerce Holdings, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
4,300
$50.64 - $71.33 $218K - $307K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q3 2021 Filed on Oct 28, 2021
4,410
$43.54 - $46.82 $192K - $206K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 28, 2021
2,294
$105.26 - $152.99 $241K - $351K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2021 Filed on Oct 28, 2021
400
$22.56 - $52.69 $9.02K - $21.1K
JSML
Janus Detroit Str Tr Henderson

ETFs
Q3 2021 Filed on Oct 28, 2021
3,477
$63.63 - $70.88 $221K - $246K
W
Wayfair Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
658
$241.36 - $316.57 $159K - $208K
PBT
Permian Basin Royalty Trust

Energy
Q3 2021 Filed on Oct 28, 2021
10,325
$4.65 - $5.73 $48K - $59.2K
ONEM
1 Life Healthcare Inc

Healthcare
Q3 2021 Filed on Oct 28, 2021
8,336
$19.51 - $33.49 $163K - $279K
SHLX
Shell Midstream Partners, L.P.

Energy
Q3 2021 Filed on Oct 28, 2021
20,000
$11.17 - $14.92 $223K - $298K
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Oct 28, 2021
2,742
N/A
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
2,171
$85.4 - $126.43 $185K - $274K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
3,915
$34.9 - $50.9 $137K - $199K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q3 2021 Filed on Oct 28, 2021
4,798
$64.1 - $72.18 $308K - $346K
EVBG
Everbridge, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
5,000
$129.52 - $166.36 $648K - $832K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
5,509
$35.59 - $53.13 $196K - $293K
Sonim Technologies Inc
Q3 2021 Filed on Oct 28, 2021
170,570
N/A
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
1,500
$34.9 - $50.9 $52.4K - $76.4K
AMRN
Amarin Corp Plcuk

Healthcare
Q3 2021 Filed on Oct 28, 2021
35,370
$3.94 - $5.84 $139K - $207K
EVBG
Everbridge, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
15,605
$129.52 - $166.36 $2.02M - $2.6M
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
6,910
$24.67 - $51.48 $170K - $356K
VNO
Vornado Realty Trust

Real Estate
Q3 2021 Filed on Oct 28, 2021
27,080
$40.27 - $47.1 $1.09M - $1.28M
WAL
Western Alliance Bancorporation

Financial Services
Q3 2021 Filed on Oct 28, 2021
4,597
$90.02 - $108.82 $414K - $500K
AOSL
Alpha & Omega Semiconductor LTD

Technology
Q3 2021 Filed on Oct 28, 2021
10,000
$24.4 - $33.61 $244K - $336K
Mma Capital Holdings Inc
Q3 2021 Filed on Oct 28, 2021
22,345
N/A
EQWL
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
2,690
$79.28 - $83.79 $213K - $225K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q3 2021 Filed on Oct 28, 2021
6,291
$47.75 - $62.35 $300K - $392K
DWM
Wisdomtree Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
7,117
$52.87 - $56.39 $376K - $401K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q3 2021 Filed on Oct 28, 2021
3,265
$74.79 - $93.64 $244K - $306K
LPX
Louisiana Pacific Corp

Industrials
Q3 2021 Filed on Oct 28, 2021
5,008
$51.31 - $65.34 $257K - $327K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q3 2021 Filed on Oct 28, 2021
22,486
$27.46 - $28.84 $617K - $648K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q3 2021 Filed on Oct 28, 2021
200
$74.79 - $93.64 $15K - $18.7K
PTEN
Patterson Uti Energy Inc

Energy
Q3 2021 Filed on Oct 28, 2021
23,833
$6.6 - $10.26 $157K - $245K
TMV
Direxion Shs ETF Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
3,200
$53.98 - $65.1 $173K - $208K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
8,000
$20.62 - $37.72 $165K - $302K
DRSK
ETF Ser Solutions Aptus Define

ETFs
Q3 2021 Filed on Oct 28, 2021
11,824
$28.63 - $30.06 $339K - $355K
Proshares Tr
Q3 2021 Filed on Oct 28, 2021
30,000
N/A
FLR
Fluor Corp

Industrials
Q2 2021 Filed on Aug 10, 2021
16,034
$17.0 - $24.68 $273K - $396K
CVM
Cel Sci Corp

Healthcare
Q2 2021 Filed on Aug 10, 2021
19,841
$8.68 - $27.49 $172K - $545K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
1,321
$161.53 - $199.66 $213K - $264K
ENLC
En Link Midstream, LLC

Energy
Q2 2021 Filed on Aug 10, 2021
10,132
$4.24 - $6.57 $43K - $66.6K
ERJ
Embraer S.A.

Industrials
Q2 2021 Filed on Aug 10, 2021
67,138
$9.8 - $16.81 $658K - $1.13M
BAX
Baxter International Inc

Healthcare
Q2 2021 Filed on Aug 10, 2021
2,841
$80.5 - $88.01 $229K - $250K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 10, 2021
11,175
$34.79 - $36.84 $389K - $412K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q2 2021 Filed on Aug 10, 2021
7,796
$22.3 - $36.02 $174K - $281K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
3,579
$56.86 - $65.34 $204K - $234K
MT
Arcelor Mittal

Basic Materials
Q2 2021 Filed on Aug 10, 2021
9,215
$28.42 - $33.81 $262K - $312K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2021 Filed on Aug 10, 2021
10,302
$31.61 - $32.38 $326K - $334K
JACK
Jack In The Box Inc

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
3,371
$111.44 - $122.64 $376K - $413K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 10, 2021
4,228
$81.47 - $89.74 $344K - $379K
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