Dynamic Advisor Solutions LLC Purchases in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
7.72K
+ 48.66%
$36.85 - $39.99 $284K - $309K
23.6K $875K
RYLD
Global X Fds Russell 2000 Cove

ETFs
16.3K
+ 66.3%
$15.97 - $16.79 $260K - $274K
40.9K $668K
OEF
Ishares S&P 100 ETF

ETFs
987
+ 15.57%
N/A
7.33K $1.95M
DFIC
Dimensional ETF Tr Dimensional

ETFs
14.4K
+ 29.16%
$25.61 - $28.0 $369K - $404K
63.8K $1.65M
KMI
Kinder Morgan, Inc.

Energy
9.42K
New
$22.59 - $28.54 $213K - $269K
9.42K $258K
SPOT
Spotify Technology S.A.

Communication Services
124
+ 4.91%
$362.95 - $502.38 $45K - $62.3K
2.65K $1.19M
EPD
Enterprise Products Partners L.P.

Energy
655
+ 0.66%
$28.66 - $34.43 $18.8K - $22.6K
99.2K $3.11M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
17.1K
+ 8.15%
$14.28 - $14.81 $244K - $253K
227K $3.26M
EWJ
Ishares Msci Japan ETF

ETFs
4.52K
+ 32.43%
$66.18 - $71.84 $299K - $325K
18.4K $1.24M
T
At&T Inc.

Communication Services
4.83K
+ 2.86%
$21.22 - $23.88 $103K - $115K
174K $3.96M
LNG
Cheniere Energy, Inc.

Energy
128
+ 2.15%
$181.07 - $225.92 $23.2K - $28.9K
6.09K $1.31M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10K
New
$23.25 - $23.56 $233K - $236K
10K $233K
AWI
Armstrong World Industries Inc

Industrials
1.65K
New
$133.26 - $162.01 $220K - $267K
1.65K $232K
IYW
Ishares Dj Us Tech ETF

ETFs
561
+ 3.17%
$148.14 - $166.23 $83.1K - $93.3K
18.3K $2.92M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
9.41K
+ 108.25%
$24.19 - $24.63 $228K - $232K
18.1K $437K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.21K
New
$30.18 - $33.87 $218K - $244K
7.21K $221K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.54K
+ 1.02%
$63.58 - $71.15 $161K - $181K
250K $16.3M
CAG
Conagra Brands Inc.

Consumer Defensive
7.86K
New
$26.48 - $32.72 $208K - $257K
7.86K $218K
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.3K
+ 3.42%
$29.77 - $30.19 $367K - $372K
373K $11.1M
COIN
Coinbase Global, Inc.

Technology
858
New
$163.17 - $343.62 $140K - $295K
858 $213K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.4K
+ 40.68%
$26.55 - $27.32 $223K - $229K
29K $775K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.08K
+ 28.64%
$56.06 - $61.35 $229K - $250K
18.3K $1.03M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.13K
New
$170.03 - $192.78 $191K - $217K
1.13K $208K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.59K
+ 32.53%
$49.03 - $53.35 $176K - $192K
14.6K $749K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
7.16K
New
$27.51 - $29.16 $197K - $209K
7.16K $201K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
2.97K
+ 6.15%
$67.57 - $76.22 $200K - $226K
51.2K $3.54M
IWP
Ishares Russell Mid Cap Growth

ETFs
817
+ 9.58%
$116.4 - $138.52 $95.1K - $113K
9.35K $1.18M
DELL
Dell Technologies Inc.

Technology
1.65K
+ 86.14%
$111.96 - $144.21 $184K - $238K
3.56K $410K
HCAT
Health Catalyst, Inc.

Healthcare
25.5K
New
$6.9 - $9.02 $176K - $230K
25.5K $180K
CRWD
Crowd Strike Holdings, Inc.

Technology
127
+ 6.17%
$275.15 - $388.2 $34.9K - $49.3K
2.19K $747K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
7.13K
+ 37.77%
$23.62 - $24.47 $168K - $174K
26K $621K
AVLV
American Centy ETF Tr Avantis
2.01K
+ 6.44%
$65.51 - $71.22 $131K - $143K
33.2K $2.22M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.79K
+ 7.0%
$115.08 - $119.55 $320K - $333K
42.6K $4.92M
IBB
Ishares Biotechnology ETF

ETFs
1.6K
+ 40.95%
$131.21 - $148.85 $210K - $238K
5.51K $728K
VNLA
Janus Henderson Short Duration

ETFs
4.25K
+ 1.13%
$48.82 - $49.11 $207K - $209K
381K $18.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.88K
+ 20.61%
$43.84 - $48.76 $214K - $238K
28.6K $1.26M
ENVX
Enovix Corp

Industrials
14.3K
New
$8.03 - $12.81 $114K - $183K
14.3K $154K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.51K
+ 3.81%
$51.54 - $52.55 $284K - $290K
150K $7.76M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.14K
+ 13.47%
$51.33 - $53.74 $212K - $222K
34.9K $1.8M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.62K
+ 6.22%
$40.97 - $42.66 $189K - $197K
78.9K $3.27M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.7K
+ 5.76%
$29.25 - $33.27 $49.8K - $56.7K
31.3K $1.01M
EVH
Evolent Health, Inc.

Healthcare
11.9K
New
$10.71 - $27.14 $128K - $324K
11.9K $134K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.3K
+ 6.6%
$49.87 - $52.46 $314K - $330K
102K $5.08M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.51K
+ 11.73%
$63.1 - $67.29 $95.5K - $102K
14.4K $948K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.17K
+ 9.04%
$58.39 - $67.04 $68.4K - $78.6K
14.1K $897K
EW
Edwards Lifesciences Corp

Healthcare
30
+ 0.2%
$64.54 - $75.92 $1.94K - $2.28K
15.1K $1.12M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.98K
+ 47.02%
$56.7 - $62.15 $112K - $123K
6.18K $359K
CDNS
Cadence Design Systems Inc

Technology
68
+ 2.1%
$249.1 - $324.54 $16.9K - $22.1K
3.3K $991K
ARB
Altshares Tr Merger Arbitrage

Industrials
4.08K
+ 37.38%
$27.27 - $28.14 $111K - $115K
15K $413K
Activity Summary
Buys All Purchases 284 New Holdings 35 Increased Positions 249 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 3 Puts 5
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