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
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
10K
New
$10.56 - $11.31 $106K - $113K
10K $107K
FIS
Fidelity National Information Services, Inc.

Technology
1.4K
+ 45.19%
$80.14 - $90.95 $112K - $127K
4.48K $362K
MO
Altria Group, Inc.

Consumer Defensive
191
+ 0.27%
$49.06 - $57.74 $9.37K - $11K
71.6K $3.74M
EVR
Evercore Inc.

Financial Services
94
+ 3.08%
$247.66 - $315.67 $23.3K - $29.7K
3.14K $870K
DXCM
Dexcom Inc

Healthcare
825
+ 26.81%
$65.68 - $81.01 $54.2K - $66.8K
3.9K $303K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
8.25K
+ 13.15%
$15.05 - $16.03 $124K - $132K
71K $1.08M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
6.09K
+ 17.07%
$7.67 - $9.21 $46.7K - $56.1K
41.7K $358K
PPA
Invesco Exchange Traded Fd Tr

ETFs
701
+ 10.61%
$113.79 - $124.5 $79.8K - $87.3K
7.31K $838K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
2.01K
+ 26.55%
$43.6 - $47.2 $87.5K - $94.7K
9.56K $417K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.79K
+ 11.61%
$54.15 - $58.81 $96.9K - $105K
17.2K $934K
ENOV
Enovis Corp

Industrials
1.38K
+ 7.81%
$38.5 - $49.33 $53K - $67.9K
19K $834K
TFLO
Ishares Treasury Floating Rate

ETFs
1.65K
+ 2.46%
$50.37 - $50.63 $83.1K - $83.5K
68.7K $3.47M
MCK
Mckesson Corp

Healthcare
38
+ 6.04%
$482.27 - $628.5 $18.3K - $23.9K
667 $380K
MGF
Mfs Government Markets Income Trust

Financial Services
24.4K
+ 106.5%
$3.05 - $3.3 $74.3K - $80.4K
47.2K $145K
AIQ
Global X Funds Global X Artifi

ETFs
295
+ 0.77%
$36.57 - $40.57 $10.8K - $12K
38.8K $1.5M
ARKQ
Ark Autonomous Technology & Ro

ETFs
9
+ 0.22%
$60.57 - $82.2 $545 - $740
4.02K $310K
FCX
Freeport Mcmoran Inc

Basic Materials
7.03K
+ 41.3%
$38.08 - $50.82 $268K - $357K
24.1K $916K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.04K
+ 7.04%
$46.48 - $51.32 $48.2K - $53.3K
15.8K $759K
ICFI
Icf International, Inc.

Industrials
1.11K
+ 77.9%
$117.59 - $175.87 $130K - $195K
2.53K $301K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.08K
+ 18.94%
$40.31 - $42.43 $83.8K - $88.2K
13K $528K
BLOK
Amplify ETF Tr Trnsformational

ETFs
85
+ 0.82%
$36.5 - $53.22 $3.1K - $4.52K
10.5K $452K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.14K
+ 4.12%
$80.18 - $88.79 $91.6K - $101K
28.9K $2.33M
LCR
Leuthold Fds Inc Core ETF

ETFs
2.04K
+ 23.41%
$34.19 - $36.25 $69.7K - $73.9K
10.7K $368K
JKHY
Henry Jack & Associates Inc

Technology
367
+ 8.58%
$171.12 - $186.18 $62.8K - $68.3K
4.64K $814K
AVUV
American Centy ETF Tr Avantis

ETFs
453
+ 1.84%
$94.37 - $106.41 $42.7K - $48.2K
25.1K $2.42M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.17K
+ 2.26%
$40.38 - $44.35 $330K - $362K
370K $15.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.2K
+ 2.97%
$40.26 - $42.88 $129K - $137K
111K $4.49M
PKG
Packaging Corp Of America

Consumer Cyclical
39
+ 0.87%
$211.98 - $248.85 $8.27K - $9.71K
4.54K $1.02M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
883
+ 3.09%
$65.67 - $69.79 $58K - $61.6K
29.5K $1.98M
STLG
Ishares Factors Us Growth Styl

ETFs
1.02K
+ 13.28%
N/A
8.7K $437K
ABC
Amerisourcebergen Corp

Healthcare
276
+ 23.67%
N/A
1.44K $266K
WTW
Willis Towers Watson PLC

Financial Services
51
+ 2.64%
$287.99 - $332.53 $14.7K - $17K
1.98K $618K
JMEE
J P Morgan Exchange Traded Fd

ETFs
785
+ 17.29%
$60.1 - $66.4 $47.2K - $52.1K
5.33K $322K
ETR
Entergy Corp

Utilities
2.61K
+ 96.3%
$73.19 - $156.4 $191K - $408K
5.31K $402K
AVUS
American Centy ETF Tr Avantis

ETFs
338
+ 4.95%
$94.36 - $102.06 $31.9K - $34.5K
7.17K $694K
O
Realty Income Corp

Real Estate
4.37K
+ 22.56%
$51.76 - $64.71 $226K - $283K
23.7K $1.27M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
6.11K
+ 21.16%
$7.31 - $8.06 $44.7K - $49.3K
35K $269K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.08K
+ 2.2%
$46.75 - $47.8 $238K - $243K
236K $11.1M
NWSA
News Corp

Communication Services
950
+ 8.77%
$25.68 - $29.86 $24.4K - $28.4K
11.8K $324K
NTIC
Northern Technologies International Corp

Basic Materials
1.1K
+ 2.13%
$11.8 - $14.42 $13K - $15.9K
52.7K $669K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.28K
+ 12.07%
$14.69 - $15.67 $33.4K - $35.6K
21.1K $320K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
167
+ 3.8%
$119.61 - $136.3 $20K - $22.8K
4.56K $563K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
2.26K
+ 13.85%
$37.41 - $42.14 $84.6K - $95.3K
18.6K $695K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.35K
+ 11.71%
$20.98 - $21.19 $28.3K - $28.6K
12.9K $271K
PEG
Public Service Enterprise Group Inc

Utilities
2.8K
+ 6.33%
$81.87 - $94.51 $229K - $265K
47.1K $3.98M
IAU
Ishares Gold Trust

ETFs
631
+ 3.61%
$48.37 - $52.65 $30.5K - $33.2K
18.1K $896K
ENFR
Alerian Energy Infrastructure

ETFs
2
+ 0.02%
$28.52 - $33.11 $57 - $66.2
9.95K $309K
ALL
Allstate Corp

Financial Services
80
+ 2.13%
$181.25 - $208.2 $14.5K - $16.7K
3.84K $740K
JPIB
Jpmorgan International Bond Op

ETFs
868
+ 5.93%
$47.26 - $48.47 $41K - $42.1K
15.5K $732K
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
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