Dynamic Advisor Solutions LLC Sells in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ING
Ing Groep Nv

Financial Services
-31K
- 15.11%
$15.1 - $17.73 $469K - $550K
174K $2.73M
KO
Coca Cola CO

Consumer Defensive
-3.35K
- 4.38%
$61.74 - $71.71 $207K - $240K
73.1K $4.55M
HYG
Ishares Tr

ETFs
-11K
- 27.99%
$78.09 - $80.04 $860K - $882K
28.3K $2.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-18.2K
- 69.74%
$50.73 - $51.08 $923K - $930K
7.9K $401K
NOC
Northrop Grumman Corp

Industrials
-416
- 3.35%
$466.52 - $543.88 $194K - $226K
12K $5.63M
CCI
Crown Castle International Corp

Real Estate
-6.61K
- 60.35%
$89.78 - $119.11 $593K - $787K
4.34K $394K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-18.1K
- 54.26%
$45.07 - $47.1 $817K - $854K
15.3K $691K
PG
Procter & Gamble CO

Consumer Defensive
-3.9K
- 12.21%
$161.05 - $179.7 $628K - $700K
28K $4.7M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-16K
- 57.07%
$46.69 - $49.2 $747K - $787K
12K $563K
INTC
Intel Corp

Technology
-27.1K
- 34.34%
$19.07 - $26.23 $518K - $712K
51.9K $1.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.01K
- 17.75%
$370.24 - $418.94 $1.11M - $1.26M
13.9K $5.6M
CAT
Caterpillar Inc

Industrials
-237
- 1.0%
$360.37 - $416.88 $85.4K - $98.8K
23.5K $8.53M
CI
Cigna Corp

Healthcare
-1.46K
- 31.45%
$265.59 - $358.58 $388K - $524K
3.18K $878K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-8.48K
- 5.44%
$46.33 - $48.6 $393K - $412K
147K $6.84M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.56K
- 8.29%
$288.47 - $316.54 $450K - $494K
17.3K $5M
PFE
Pfizer Inc

Healthcare
-17.5K
- 16.97%
$24.8 - $30.19 $435K - $530K
85.8K $2.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
-280
- 0.21%
$183.23 - $199.79 $51.3K - $55.9K
133K $24.7M
ORCL
Oracle Corp

Technology
-3.47K
- 18.2%
$165.41 - $192.43 $573K - $667K
15.6K $2.6M
CL
Colgate Palmolive CO

Consumer Defensive
-4.56K
- 28.87%
$90.22 - $102.31 $411K - $466K
11.2K $1.02M
NKE
Nike, Inc.

Consumer Cyclical
-5.52K
- 38.69%
$73.36 - $89.13 $405K - $492K
8.74K $661K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.91K
- 42.6%
$189.5 - $206.17 $551K - $599K
3.92K $747K
JHMM
John Hancock Multifactor Mid C

ETFs
-6.96K
- 1.84%
$59.61 - $64.8 $415K - $451K
372K $22.2M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-19.4K
- 7.97%
$24.61 - $25.12 $478K - $487K
224K $5.54M
GE
General Electric CO

Industrials
-1.07K
- 5.68%
$159.95 - $194.23 $171K - $208K
17.8K $2.96M
AZN
Astrazeneca PLC

Healthcare
-6.12K
- 42.62%
$63.2 - $79.58 $387K - $487K
8.24K $540K
DHR
Danaher Corp

Healthcare
-913
- 12.38%
$226.16 - $274.52 $206K - $251K
6.46K $1.48M
MSI
Motorola Solutions, Inc.

Technology
-1.34K
- 31.62%
$449.08 - $504.6 $602K - $676K
2.9K $1.34M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-351
- 0.16%
$26.61 - $29.85 $9.34K - $10.5K
224K $6.05M
PM
Philip Morris International Inc.

Consumer Defensive
-4.35K
- 16.52%
$118.38 - $133.06 $515K - $579K
22K $2.65M
QCOM
Qualcomm Inc

Technology
-1.51K
- 8.01%
$150.4 - $178.04 $228K - $269K
17.4K $2.67M
ABT
Abbott Laboratories

Healthcare
-4.49K
- 15.22%
$111.93 - $119.39 $503K - $536K
25K $2.83M
DVY
Ishares Tr

ETFs
-3.84K
- 63.36%
$129.55 - $143.41 $498K - $551K
2.22K $291K
KLAC
Kla Corp

Technology
-89
- 2.83%
$614.46 - $829.55 $54.7K - $73.8K
3.06K $1.93M
BMY
Bristol Myers Squibb CO

Healthcare
-11.4K
- 37.47%
$51.92 - $59.94 $593K - $684K
19.1K $1.08M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.64K
- 46.14%
$87.25 - $95.52 $492K - $539K
6.59K $582K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-15.9K
- 20.25%
$54.89 - $64.32 $872K - $1.02M
62.6K $3.78M
IWV
Ishares Russell 3000 ETF

ETFs
-1.55K
- 35.52%
$323.08 - $349.08 $500K - $540K
2.81K $939K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.78K
- 12.29%
$59.25 - $72.99 $164K - $203K
19.8K $1.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.64K
- 33.89%
$94.43 - $105.47 $532K - $594K
11K $1.12M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.17K
- 0.92%
$60.73 - $64.94 $132K - $141K
233K $14.3M
RTX
Raytheon Technologies Corp

Industrials
-2.24K
- 6.56%
$114.45 - $127.21 $257K - $285K
32K $3.7M
RY
Royal Bank Of Canada

Financial Services
-3.46K
- 54.3%
$119.72 - $128.02 $414K - $443K
2.91K $350K
CVX
Chevron Corp

Energy
-1.15K
- 1.0%
$141.15 - $162.53 $163K - $187K
114K $16.5M
NXPI
Nxp Semiconductors N.V.

Technology
-1.22K
- 20.96%
$207.27 - $255.58 $252K - $311K
4.58K $952K
ASML
Asml Holding Nv

Technology
-298
- 18.67%
$658.43 - $872.27 $196K - $260K
1.3K $899K
ETN
Eaton Corp PLC

Industrials
-1.3K
- 11.83%
$326.96 - $377.52 $425K - $490K
9.68K $3.21M
DAL
Delta Air Lines, Inc.

Industrials
-8.89K
- 71.08%
$47.46 - $65.77 $422K - $585K
3.62K $218K
DVN
Devon Energy Corp

Energy
-8.63K
- 41.31%
$30.52 - $42.96 $263K - $371K
12.3K $401K
COP
Conocophillips

Energy
-2.89K
- 13.97%
$95.12 - $114.72 $275K - $332K
17.8K $1.77M
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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