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
ED
Consolidated Edison Inc

Utilities
150
+ 2.18%
$88.87 - $107.38 $13.3K - $16.1K
7.02K $626K
BHK
Blackrock Core Bond Trust

Financial Services
32.5K
+ 11.99%
$10.39 - $12.03 $338K - $391K
304K $3.18M
AVTR
Avantor, Inc.

Basic Materials
130
+ 0.55%
$19.72 - $25.54 $2.56K - $3.32K
23.8K $500K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
50
+ 0.14%
$31.31 - $35.01 $1.57K - $1.75K
36K $1.13M
XT
Ishares Tr Exponential Technol

ETFs
966
+ 0.6%
$58.7 - $62.72 $56.7K - $60.6K
162K $9.68M
GQRE
Flexshares Tr Global Quality R

ETFs
13.5K
+ 7.89%
$56.58 - $62.37 $765K - $843K
185K $10.5M
SOXX
Ishares Semiconductor ETF

ETFs
1.13K
+ 4.4%
$211.27 - $239.8 $238K - $270K
26.7K $5.75M
CGXU
Capital Group Intl Focus Equit

ETFs
1.8K
+ 2.2%
$24.67 - $26.94 $44.4K - $48.5K
83.7K $2.07M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
89
+ 0.11%
$34.46 - $38.29 $3.07K - $3.41K
83.7K $2.91M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
355
+ 1.21%
$56.27 - $69.89 $20K - $24.8K
29.7K $1.69M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.2K
+ 4.65%
$24.25 - $26.7 $199K - $219K
184K $4.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.8K
+ 3.64%
$44.87 - $46.86 $1.56M - $1.63M
991K $44.5M
AMAT
Applied Materials Inc

Technology
407
+ 5.33%
$161.44 - $213.89 $65.7K - $87.1K
8.05K $1.31M
ROP
Roper Technologies Inc

Industrials
244
+ 2.42%
$519.85 - $575.95 $127K - $141K
10.3K $5.37M
NEE
Nextera Energy Inc

Utilities
1.82K
+ 6.02%
$69.77 - $85.43 $127K - $156K
32.1K $2.3M
ES
Eversource Energy

Utilities
387
+ 1.46%
$55.9 - $67.73 $21.6K - $26.2K
26.9K $1.55M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.58K
+ 3.16%
$75.65 - $83.47 $119K - $132K
51.5K $3.92M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.79K
+ 3.5%
$55.45 - $61.08 $155K - $170K
82.5K $4.57M
AMGN
Amgen Inc

Healthcare
4.09K
+ 18.41%
$258.78 - $328.31 $1.06M - $1.34M
26.3K $6.86M
AVEM
American Centy ETF Tr Avantis

ETFs
13.7K
+ 7.03%
$58.59 - $66.14 $801K - $904K
208K $12.2M
MCHP
Microchip Technology Inc

Technology
2.17K
+ 10.86%
$55.51 - $79.05 $121K - $172K
22.2K $1.27M
IIPR
Innovative Industrial Properties Inc

Real Estate
54
+ 0.98%
$66.64 - $135.61 $3.6K - $7.32K
5.54K $369K
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.98K
+ 3.92%
$25.15 - $27.57 $251K - $275K
265K $6.69M
ELV
Elevance Health, Inc.

Healthcare
1.39K
+ 22.55%
$365.96 - $514.62 $510K - $717K
7.57K $2.8M
LAMR
Lamar Advertising CO

Real Estate
224
+ 0.51%
$121.37 - $138.11 $27.2K - $30.9K
44.4K $5.41M
SDG
Ishares Trust Ishares Msci Glo

ETFs
2.16K
+ 4.37%
$71.56 - $85.77 $155K - $186K
51.7K $3.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
13.3K
+ 3.66%
$22.72 - $25.76 $301K - $341K
375K $8.73M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
48.2K
+ 3.45%
$41.17 - $43.34 $1.99M - $2.09M
1.45M $59.8M
GIS
General Mills Inc

Consumer Defensive
1.07K
+ 1.52%
$62.78 - $74.62 $67.3K - $80K
71.7K $4.57M
DFAE
Dimensional ETF Tr

ETFs
17K
+ 3.22%
$25.36 - $28.15 $432K - $479K
545K $13.8M
EMGF
Ishares Msci Emerging Markets

ETFs
12.2K
+ 4.45%
$45.23 - $51.49 $552K - $628K
286K $12.9M
DFAI
Dimensional ETF Tr

ETFs
27.9K
+ 4.75%
$29.0 - $31.6 $809K - $881K
615K $18M
AMT
American Tower Corp

Real Estate
170
+ 1.13%
$179.4 - $232.01 $30.5K - $39.4K
15.2K $2.79M
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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