Dynamic Advisor Solutions LLC New Holdings in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IRBO
Ishares Robotics & Artificial

ETFs
51.9K
New
N/A
51.9K $1.67M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
40.8K
New
$13.32 - $14.34 $543K - $585K
40.8K $553K
JPIE
J P Morgan Exchange Traded Fd
11.9K
New
$45.59 - $46.25 $545K - $553K
11.9K $545K
CYBR
Cyber Ark Software Ltd.

Technology
1.24K
New
$274.1 - $333.15 $341K - $414K
1.24K $414K
BSCU
Invesco Exc Self Ind Tr

ETFs
22.3K
New
$16.32 - $16.99 $365K - $380K
22.3K $365K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
7K
New
$52.07 - $58.13 $364K - $407K
7K $364K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
16.7K
New
$20.08 - $20.61 $336K - $345K
16.7K $336K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
15.9K
New
$19.8 - $20.06 $315K - $319K
15.9K $315K
KMI
Kinder Morgan, Inc.

Energy
9.42K
New
$22.59 - $28.54 $213K - $269K
9.42K $258K
CCL
Carnival Corp

Consumer Cyclical
9.53K
New
$17.34 - $26.8 $165K - $255K
9.53K $237K
AWI
Armstrong World Industries Inc

Industrials
1.65K
New
$133.26 - $162.01 $220K - $267K
1.65K $232K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.21K
New
$30.18 - $33.87 $218K - $244K
7.21K $221K
CAG
Conagra Brands Inc.

Consumer Defensive
7.86K
New
$26.48 - $32.72 $208K - $257K
7.86K $218K
COIN
Coinbase Global, Inc.

Technology
858
New
$163.17 - $343.62 $140K - $295K
858 $213K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.13K
New
$170.03 - $192.78 $191K - $217K
1.13K $208K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
7.16K
New
$27.51 - $29.16 $197K - $209K
7.16K $201K
HCAT
Health Catalyst, Inc.

Healthcare
25.5K
New
$6.9 - $9.02 $176K - $230K
25.5K $180K
ENVX
Enovix Corp

Industrials
14.3K
New
$8.03 - $12.81 $114K - $183K
14.3K $154K
EVH
Evolent Health, Inc.

Healthcare
11.9K
New
$10.71 - $27.14 $128K - $324K
11.9K $134K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
10K
New
$10.56 - $11.31 $106K - $113K
10K $107K
BSCW
Invesco Exg Tr Slf Indx Fd Tr
32.2K
New
N/A
32.2K $0
Primo Brands Corporation
61.3K
New
N/A
61.3K $0
Arista Networks Inc
18.1K
New
N/A
18.1K $0
Blackrock Inc
5.78K
New
N/A
5.78K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.7K
New
N/A
4.7K $0
Morgan Stanley ETF Trust
6.55K
New
N/A
6.55K $0
Lam Research Corp
13.1K
New
N/A
13.1K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
6.88K
New
N/A
6.88K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
10.3K
New
N/A
10.3K $0
Corpay Inc
795
New
N/A
795 $0
Dimensional ETF Trust
199K
New
N/A
199K $0
Innovator Etfs Trust
34K
New
N/A
34K $0
Invesco Actively Managed Exc
10.8K
New
N/A
10.8K $0
Proshares Tr
9.61K
New
N/A
9.61K $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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