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
GS
Goldman Sachs Group Inc

Financial Services
-1.13K
- 36.52%
$486.1 - $608.57 $550K - $689K
1.97K $1.13M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-6.24K
- 13.49%
$57.38 - $61.11 $358K - $381K
40K $2.33M
FISV
Fiserv Inc

Technology
-3.19K
- 34.44%
N/A
6.06K $758K
F
Ford Motor CO

Consumer Cyclical
-33.3K
- 32.55%
$9.69 - $11.4 $323K - $380K
69.1K $683K
FNF
Fidelity National Financial, Inc.

Financial Services
-967
- 1.69%
$55.19 - $63.83 $53.4K - $61.7K
56.2K $3.16M
STZ
Constellation Brands, Inc.

Consumer Defensive
-325
- 3.73%
$219.66 - $257.62 $71.4K - $83.7K
8.39K $1.85M
DUK
Duke Energy Corp

Utilities
-1.72K
- 6.51%
$105.76 - $120.76 $182K - $208K
24.7K $2.66M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.89K
- 25.66%
$106.56 - $113.11 $307K - $326K
8.36K $892K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-826
- 0.83%
$91.94 - $100.02 $75.9K - $82.6K
98.3K $9.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.37K
- 38.69%
$77.25 - $91.3 $415K - $490K
8.5K $725K
CB
Chubb LTD

Financial Services
-835
- 9.03%
$271.57 - $301.89 $227K - $252K
8.42K $2.33M
SHEL
Shell PLC

Energy
-4.44K
- 25.55%
$60.63 - $70.23 $269K - $312K
13K $812K
LOW
Lowes Companies Inc

Consumer Cyclical
-944
- 23.22%
$244.52 - $284.07 $231K - $268K
3.12K $770K
ACN
Accenture PLC

Technology
-815
- 3.59%
$343.9 - $376.86 $280K - $307K
21.9K $7.69M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.17K
- 65.44%
$173.13 - $258.09 $376K - $561K
1.15K $264K
MU
Micron Technology Inc

Technology
-2.01K
- 26.45%
$84.16 - $113.41 $169K - $228K
5.6K $471K
GD
General Dynamics Corp

Industrials
-771
- 26.97%
$260.28 - $314.03 $201K - $242K
2.09K $550K
NVS
Novartis Ag

Healthcare
-92
- 0.55%
$96.78 - $117.18 $8.9K - $10.8K
16.5K $1.61M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.4K
- 6.36%
$124.61 - $133.96 $423K - $455K
50K $6.44M
C
Citigroup Inc

Financial Services
-5.39K
- 50.19%
$61.31 - $72.5 $331K - $391K
5.35K $376K
ALC
Alcon Inc

Healthcare
-2.08K
- 27.29%
$83.87 - $99.15 $174K - $206K
5.54K $470K
BNS
Bank Of Nova Scotia

Financial Services
-5.11K
- 55.86%
$51.5 - $57.02 $263K - $291K
4.04K $216K
PLD
Prologis, Inc.

Real Estate
-1.33K
- 19.97%
$101.4 - $126.96 $135K - $169K
5.34K $564K
LYG
Lloyds Banking Group PLC

Financial Services
-86.2K
- 88.65%
$2.67 - $3.23 $230K - $278K
11K $30K
TT
Trane Technologies PLC

Industrials
-471
- 9.34%
$369.35 - $419.14 $174K - $197K
4.57K $1.69M
EIX
Edison International

Utilities
-2.63K
- 34.22%
$77.93 - $88.36 $205K - $233K
5.06K $404K
CGDV
Capital Group Divid Value ETF

ETFs
-1.36K
- 0.75%
$35.16 - $37.12 $47.9K - $50.5K
180K $6.36M
EOG
Eog Resources Inc

Energy
-2.03K
- 5.46%
$118.22 - $136.54 $240K - $278K
35.2K $4.32M
AEP
American Electric Power CO Inc

Utilities
-1.98K
- 26.06%
$90.91 - $102.21 $180K - $202K
5.61K $517K
EVRG
Evergy, Inc.

Utilities
-4.04K
- 17.2%
$59.06 - $65.0 $239K - $263K
19.5K $1.2M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-12.8K
- 45.73%
$20.05 - $20.15 $257K - $259K
15.2K $306K
ANSS
Ansys Inc

Technology
-857
- 44.57%
$313.05 - $361.45 $268K - $310K
1.07K $359K
FTCS
First Trust Capital Strength E

ETFs
-1.26K
- 2.62%
$87.62 - $94.03 $110K - $118K
46.7K $4.11M
PSX
Phillips 66

Energy
-277
- 2.23%
$110.35 - $138.93 $30.6K - $38.5K
12.2K $1.39M
AIG
American International Group, Inc.

Financial Services
-3.38K
- 45.33%
$70.0 - $79.22 $236K - $267K
4.07K $296K
ECL
Ecolab Inc.

Basic Materials
-558
- 9.94%
$234.32 - $261.43 $131K - $146K
5.06K $1.19M
MET
Metlife Inc

Financial Services
-2.78K
- 46.86%
$78.15 - $88.25 $217K - $245K
3.15K $258K
OKE
Oneok Inc

Energy
-4.24K
- 19.91%
$92.28 - $117.05 $392K - $497K
17.1K $1.71M
NEM
Newmont Corp

Basic Materials
-786
- 6.43%
$37.0 - $58.68 $29.1K - $46.1K
11.4K $425K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-144
- 0.2%
$33.39 - $37.66 $4.81K - $5.42K
70.8K $2.36M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-801
- 1.15%
$55.73 - $61.23 $44.6K - $49K
69.1K $3.9M
PCT
Pure Cycle Technologies, Inc.

Industrials
-25.8K
- 39.79%
$8.81 - $14.3 $228K - $369K
39.1K $400K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-289
- 1.2%
$75.1 - $82.99 $21.7K - $24K
23.8K $1.8M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.79K
- 26.79%
$47.77 - $51.75 $181K - $196K
10.4K $500K
ADI
Analog Devices Inc

Technology
-439
- 7.01%
$206.35 - $236.48 $90.6K - $104K
5.82K $1.24M
CARR
Carrier Global Corp

Industrials
-1.75K
- 25.71%
$66.69 - $82.65 $117K - $144K
5.05K $344K
DEO
Diageo PLC

Consumer Defensive
-1.14K
- 27.66%
$118.0 - $139.88 $134K - $159K
2.97K $377K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-113
- 23.59%
$4100.99 - $5300.34 $463K - $599K
366 $1.82M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-3.72K
- 3.15%
$21.43 - $22.55 $79.7K - $83.9K
114K $2.46M
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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