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
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
151
+ 4.75%
$72.16 - $78.82 $10.9K - $11.9K
3.33K $250K
PHO
Invesco Exchange Traded Fd Tr

ETFs
846
+ 11.06%
$65.79 - $72.14 $55.7K - $61K
8.5K $558K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
9.15K
+ 20.18%
$2.85 - $3.09 $26.1K - $28.3K
54.5K $157K
AOM
Ishares Tr Core Moderate Alloc

ETFs
571
+ 10.45%
$43.44 - $45.05 $24.8K - $25.7K
6.04K $262K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
15.5K
+ 2.52%
$23.7 - $24.34 $368K - $378K
632K $15.1M
ROBO
Robo Global Robotics And Autom

ETFs
269
+ 7.26%
$55.06 - $58.6 $14.8K - $15.8K
3.98K $223K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.43K
+ 6.52%
$68.06 - $76.27 $97.1K - $109K
23.3K $1.6M
MELI
Mercadolibre Inc

Consumer Cyclical
200
+ 21.39%
$1666.0 - $2117.3 $333K - $423K
1.14K $1.93M
PAVE
Global X Fds Us Infrastructure

ETFs
403
+ 5.61%
$40.41 - $45.95 $16.3K - $18.5K
7.58K $306K
XSMO
Invesco S&P Smallcap Momentum

ETFs
138
+ 3.64%
$65.08 - $73.72 $8.98K - $10.2K
3.93K $260K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
56
+ 2.95%
$118.0 - $127.04 $6.61K - $7.11K
1.96K $237K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
276
+ 0.28%
N/A
97.7K $3.08M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
352
+ 3.12%
$24.13 - $24.45 $8.49K - $8.61K
11.6K $282K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.02K
+ 6.05%
$22.65 - $23.8 $23.1K - $24.2K
17.8K $405K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
301
+ 2.59%
$47.65 - $48.6 $14.3K - $14.6K
11.9K $570K
HL
Hecla Mining CO

Basic Materials
39.4K
+ 36.83%
$4.86 - $7.53 $191K - $297K
146K $718K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
194K
+ 27.5%
$0.78 - $1.03 $152K - $200K
901K $702K
PPT
Putnam Premier Income Trust

Financial Services
1.78K
+ 6.31%
$3.49 - $3.73 $6.2K - $6.62K
29.9K $106K
JCPB
J P Morgan Exchange Traded Fd

ETFs
442
+ 4.96%
$46.07 - $48.17 $20.4K - $21.3K
9.35K $430K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.06%
$114.02 - $125.22 $114 - $125
1.77K $203K
IBN
Icici Bank LTD

Financial Services
26
+ 0.36%
$28.69 - $31.9 $746 - $829
7.16K $213K
Lam Research Corp
13.1K
New
N/A
13.1K $0
Proshares Tr
9.61K
New
N/A
9.61K $0
Morgan Stanley ETF Trust
6.55K
New
N/A
6.55K $0
Kenvue Inc
4.66K
+ 7.92%
N/A
63.5K $0
Dimensional ETF Trust
199K
New
N/A
199K $0
Ea Series Trust
5.62K
+ 60.61%
N/A
14.9K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
7.8K
+ 3.68%
N/A
220K $0
JPHY
Jp Morgan High Yield Research

ETFs
16
+ 0.13%
N/A
12.6K $0
JGRO
J P Morgan Exchange Traded Fd
3.92K
+ 37.81%
N/A
14.3K $0
Abrdn Asia Pacific Income Fu
228
+ 1.54%
N/A
15K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.7K
New
N/A
4.7K $0
Corpay Inc
795
New
N/A
795 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
250
+ 2.27%
N/A
11.3K $0
Arista Networks Inc
18.1K
New
N/A
18.1K $0
Blackrock Inc
5.78K
New
N/A
5.78K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
6.88K
New
N/A
6.88K $0
Primo Brands Corporation
61.3K
New
N/A
61.3K $0
Bondbloxx ETF Trust
12.5K
+ 217.51%
N/A
18.2K $0
Pimco ETF Tr
3.19K
+ 6.17%
N/A
54.9K $0
Capital Group International
392
+ 1.11%
N/A
35.7K $0
Capital Grp Fixed Incm ETF T
3.45K
+ 2.13%
N/A
166K $0
CGMS
Capital Grp Core Plus Income E
1.48K
+ 1.24%
N/A
121K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
10.3K
New
N/A
10.3K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
8.23K
+ 39.62%
N/A
29K $0
BYLD
Ishares Tr Yield Optimized Bd
2.54K
+ 8.2%
N/A
33.5K $0
Ishares Bitcoin Trust ETF
4.97K
+ 72.76%
N/A
11.8K $0
Invesco Actively Managed Exc
10.8K
New
N/A
10.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
230
+ 0.58%
N/A
40.1K $0
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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