Dynamic Advisor Solutions LLC Incresed Positions in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
NWSA
News Corp

Communication Services
950
+ 8.77%
$25.68 - $29.86 $24.4K - $28.4K
11.8K $324K
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
PHO
Invesco Exchange Traded Fd Tr

ETFs
846
+ 11.06%
$65.79 - $72.14 $55.7K - $61K
8.5K $558K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
151
+ 4.75%
$72.16 - $78.82 $10.9K - $11.9K
3.33K $250K
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
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
ROBO
Robo Global Robotics And Autom

ETFs
269
+ 7.26%
$55.06 - $58.6 $14.8K - $15.8K
3.98K $223K
PAVE
Global X Fds Us Infrastructure

ETFs
403
+ 5.61%
$40.41 - $45.95 $16.3K - $18.5K
7.58K $306K
ORI
Old Republic International Corp

Financial Services
145
+ 2.54%
$34.4 - $38.98 $4.99K - $5.65K
5.85K $211K
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
XSMO
Invesco S&P Smallcap Momentum

ETFs
138
+ 3.64%
$65.08 - $73.72 $8.98K - $10.2K
3.93K $260K
FLBL
Franklin Templeton ETF Tr Libe

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

ETFs
1.02K
+ 6.05%
$22.65 - $23.8 $23.1K - $24.2K
17.8K $405K
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
IBN
Icici Bank LTD

Financial Services
26
+ 0.36%
$28.69 - $31.9 $746 - $829
7.16K $213K
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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