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
New Age Beverages Corp
Q1 2020 Filed on May 07, 2020
10,432
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2020 Filed on May 07, 2020
5,194
$25.85 - $40.79 $134K - $212K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on May 07, 2020
4,407
$29.43 - $48.44 $130K - $213K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q1 2020 Filed on May 07, 2020
3,156
$33.65 - $53.81 $106K - $170K
CNTTQ
Cann Trust Holdings Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
101,000
$0.4 - $1.19 $40.4K - $120K
SIGI
Selective Insurance Group Inc

Financial Services
Q1 2020 Filed on May 07, 2020
8,575
$41.31 - $69.98 $354K - $600K
GPS
Gap Inc

Consumer Cyclical
Q4 2019 Filed on Feb 04, 2020
1,700
$15.7 - $18.06 $26.7K - $30.7K
WCN
Waste Connections, Inc.

Industrials
Q4 2019 Filed on Feb 04, 2020
2,509
$88.5 - $94.2 $222K - $236K
Bb&T Corp
Q4 2019 Filed on Feb 04, 2020
11,303
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2019 Filed on Feb 04, 2020
15,829
$28.98 - $32.81 $459K - $519K
QLC
Flexshares Tr Us Quality Large

ETFs
Q4 2019 Filed on Feb 04, 2020
10,500
$32.91 - $36.8 $346K - $386K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q4 2019 Filed on Feb 04, 2020
9,003
$24.57 - $25.69 $221K - $231K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q4 2019 Filed on Feb 04, 2020
3,555
$92.19 - $96.19 $328K - $342K
Spirit Mta Reit
Q4 2019 Filed on Feb 04, 2020
14,816
N/A
SPMD
Spdr Portfolio

ETFs
Q4 2019 Filed on Feb 04, 2020
13,775
$32.63 - $36.43 $449K - $502K
Voya Prime Rate Tr
Q4 2019 Filed on Feb 04, 2020
19,090
N/A
Fqf Tr
Q4 2019 Filed on Feb 04, 2020
164,477
N/A
FXD
First Tr Exchange Traded Fd

ETFs
Q4 2019 Filed on Feb 04, 2020
5,698
$40.53 - $45.6 $231K - $260K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2019 Filed on Feb 04, 2020
6,739
$57.76 - $64.9 $389K - $437K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q4 2019 Filed on Feb 04, 2020
35,000
$18.36 - $19.82 $643K - $694K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q4 2019 Filed on Feb 04, 2020
3,278
$71.67 - $84.96 $235K - $278K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2019 Filed on Feb 04, 2020
10,881
N/A
ELV
Elevance Health, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
200
$237.69 - $310.48 $47.5K - $62.1K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
12,500
$18.78 - $26.58 $235K - $332K
Direxion Shs ETF Tr
Q3 2019 Filed on Nov 13, 2019
10,000
N/A
NTAP
Net App, Inc.

Technology
Q3 2019 Filed on Nov 13, 2019
4,808
$44.71 - $62.84 $215K - $302K
Blackstone Group L P
Q3 2019 Filed on Nov 13, 2019
7,204
N/A
WRK
West Rock CO

Consumer Cyclical
Q3 2019 Filed on Nov 13, 2019
8,156
$32.31 - $39.09 $264K - $319K
FT
Franklin Universal Trust

Financial Services
Q3 2019 Filed on Nov 13, 2019
35,974
$7.24 - $7.6 $260K - $273K
BHC
Bausch Health Companies Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
11,738
$20.88 - $25.66 $245K - $301K
GIM
Templeton Global Income Fund

Financial Services
Q3 2019 Filed on Nov 13, 2019
21,385
$6.09 - $6.52 $130K - $139K
BLNK
Blink Charging Co.

Industrials
Q3 2019 Filed on Nov 13, 2019
61,000
$2.42 - $3.04 $148K - $185K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q3 2019 Filed on Nov 13, 2019
21,975
$24.09 - $25.37 $529K - $558K
Src Energy Inc
Q3 2019 Filed on Nov 13, 2019
41,901
N/A
TTOO
T2 Biosystems, Inc.

Healthcare
Q3 2019 Filed on Nov 13, 2019
11,000
$0.58 - $3.01 $6.38K - $33.1K
INSI
Insight Select Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
10,369
$18.39 - $20.14 $191K - $209K
FMY
First Trust Mortgage Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
10,122
$13.35 - $14.06 $135K - $142K
MCI
Barings Corporate Investors

Financial Services
Q2 2019 Filed on Aug 13, 2019
13,091
$15.25 - $16.42 $200K - $215K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
32,034
$11.95 - $15.2 $383K - $487K
Dreyfus Strategic Muns Inc
Q2 2019 Filed on Aug 13, 2019
24,016
N/A
ROL
Rollins Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
11,531
$23.61 - $29.17 $272K - $336K
Dreyfus Strategic Mun Bd Fd
Q2 2019 Filed on Aug 13, 2019
34,236
N/A
DNN
Denison Mines Corp.

Energy
Q2 2019 Filed on Aug 13, 2019
16,101
$0.5 - $0.57 $8.05K - $9.18K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2019 Filed on Aug 13, 2019
31,212
N/A
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
6,255
$39.27 - $45.23 $246K - $283K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
1,239
$107.28 - $144.4 $133K - $179K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q2 2019 Filed on Aug 13, 2019
2,782
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2019 Filed on Aug 13, 2019
4,109
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2019 Filed on Aug 13, 2019
1,369
N/A
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