Dynamic Advisor Solutions LLC Closed Holding Positions

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RVT
Royce Value Trust, Inc.

Financial Services
Q2 2019 Filed on Aug 13, 2019
11,051
$13.13 - $14.51 $145K - $160K
Spdr Series Trust
Q2 2019 Filed on Aug 13, 2019
10,204
N/A
Weatherford Intl PLC
Q2 2019 Filed on Aug 13, 2019
11,284
N/A
Royal Gold Inc
Q2 2019 Filed on Aug 13, 2019
10,000
N/A
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
10,894
$7.66 - $8.07 $83.4K - $87.9K
Global X Fds
Q2 2019 Filed on Aug 13, 2019
22,741
N/A
Celgene Corp
Q1 2019 Filed on Apr 10, 2019
19,375
N/A
ALGN
Align Technology Inc

Healthcare
Q1 2019 Filed on Apr 10, 2019
1,461
$184.78 - $284.33 $270K - $415K
RMD
Resmed Inc

Healthcare
Q1 2019 Filed on Apr 10, 2019
5,803
$91.56 - $117.84 $531K - $684K
PII
Polaris Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 10, 2019
2,821
$74.73 - $90.84 $211K - $256K
SPG
Simon Property Group Inc

Real Estate
Q1 2019 Filed on Apr 10, 2019
11,107
$164.87 - $185.85 $1.83M - $2.06M
Cerner Corp
Q1 2019 Filed on Apr 10, 2019
9,051
N/A
SQ
Block, Inc.

Technology
Q1 2019 Filed on Apr 10, 2019
10,000
$52.42 - $81.24 $524K - $812K
Andeavor Logistics LP
Q1 2019 Filed on Apr 10, 2019
5,750
N/A
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q1 2019 Filed on Apr 10, 2019
5,619
$30.49 - $47.92 $171K - $269K
BWX
Spdr Bloomberg International T

ETFs
Q1 2019 Filed on Apr 10, 2019
145,867
N/A
United States Oil Fund LP
Q1 2019 Filed on Apr 10, 2019
4,500,000
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 10, 2019
11,259
$52.76 - $63.35 $594K - $713K
FXG
First Tr Exchange Traded First

ETFs
Q4 2018 Filed on Jan 29, 2019
4,479
$40.68 - $48.12 $182K - $216K
Praxair Inc
Q4 2018 Filed on Jan 29, 2019
3,847
N/A
EUM
Proshares Short Msci Emerging

ETFs
Q4 2018 Filed on Jan 29, 2019
69,309
N/A
FTNT
Fortinet, Inc.

Technology
Q4 2018 Filed on Jan 29, 2019
5,286
$13.1 - $18.46 $69.2K - $97.6K
CMP
Compass Minerals International Inc

Basic Materials
Q4 2018 Filed on Jan 29, 2019
28,607
$39.0 - $69.03 $1.12M - $1.97M
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q4 2018 Filed on Jan 29, 2019
7,602
N/A
Aetna Inc New
Q4 2018 Filed on Jan 29, 2019
2,694
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Jan 29, 2019
28,482
N/A
IYY
Ishares Tr

ETFs
Q4 2018 Filed on Jan 29, 2019
2,038
N/A
LBTYK
Liberty Global PLC

Communication Services
Q4 2018 Filed on Jan 29, 2019
16,484
$19.55 - $27.61 $322K - $455K
TRN
Trinity Industries Inc

Industrials
Q4 2018 Filed on Jan 29, 2019
9,835
$19.4 - $28.15 $191K - $277K
Anadarko Pete Corp
Q4 2018 Filed on Jan 29, 2019
3,131
N/A
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2018 Filed on Jan 29, 2019
4,941
$94.4 - $126.76 $466K - $626K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 29, 2019
2,955
N/A
Transcanada Corp
Q4 2018 Filed on Jan 29, 2019
38,635
N/A
RZG
Invesco Fd Tr S&P Smallcap 600
Q4 2018 Filed on Jan 29, 2019
2,100
N/A
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Jan 29, 2019
12,148
$22.11 - $28.19 $269K - $342K
Enbridge Energy Partners L P
Q4 2018 Filed on Jan 29, 2019
13,793
N/A
Sandridge Mississippian Tr I
Q4 2018 Filed on Jan 29, 2019
18,551
N/A
Royal Dutch Shell PLC
Q3 2018 Filed on Nov 14, 2018
3,970
N/A
Sandridge Permian Tr
Q3 2018 Filed on Nov 14, 2018
58,775
N/A
Vaneck Vectors ETF Tr
Q3 2018 Filed on Nov 14, 2018
10,000
N/A
IEV
Ishares Tr Europe ETF

ETFs
Q3 2018 Filed on Nov 14, 2018
8,451
$43.6 - $46.35 $368K - $392K
CSM
Proshares Large Cap Core Plus

ETFs
Q3 2018 Filed on Nov 14, 2018
3,095
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q3 2018 Filed on Nov 14, 2018
13,000
$2.37 - $3.19 $30.8K - $41.5K
Celgene Corp
Q3 2018 Filed on Nov 14, 2018
2,710
N/A
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q3 2018 Filed on Nov 14, 2018
65,000
$24.82 - $25.59 $1.61M - $1.66M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2018 Filed on Nov 14, 2018
3,386
N/A
Amerigas Partners L P
Q3 2018 Filed on Nov 14, 2018
4,826
N/A
Blackstone Mtg Tr Inc
Q3 2018 Filed on Nov 14, 2018
10,000
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 14, 2018
3,529
$102.0 - $115.98 $360K - $409K
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