Dynamic Advisor Solutions LLC Sells in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-9.33K
- 8.67%
$48.65 - $54.11 $454K - $505K
98.3K $5.06M
ADP
Automatic Data Processing Inc

Industrials
-645
- 8.49%
$250.9 - $292.94 $162K - $189K
6.95K $1.74M
AMT
American Tower Corp

Real Estate
-1.4K
- 7.39%
$176.64 - $193.32 $247K - $271K
17.5K $3.17M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-763
- 29.85%
$577.77 - $604.78 $441K - $461K
1.79K $1.05M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-1.96K
- 1.26%
$104.95 - $108.98 $205K - $213K
154K $16.4M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.34K
- 20.03%
$88.45 - $91.41 $472K - $488K
21.3K $1.93M
ZS
Zscaler, Inc.

Technology
-1.52K
- 19.76%
$292.75 - $336.27 $444K - $510K
6.16K $1.84M
GLW
Corning Inc

Technology
-5.5K
- 25.23%
$82.06 - $90.29 $451K - $497K
16.3K $1.34M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-47
- 12.98%
$4804.01 - $5424.55 $226K - $255K
315 $1.51M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.48K
- 14.1%
$50.85 - $51.0 $431K - $432K
51.7K $2.63M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-4.24K
- 14.21%
$81.56 - $85.69 $346K - $363K
25.6K $2.11M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-5.57K
- 4.36%
N/A
122K $9.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.61K
- 0.8%
$127.15 - $133.03 $331K - $347K
323K $42M
ETN
Eaton Corp PLC

Industrials
-481
- 4.26%
$352.39 - $387.75 $169K - $187K
10.8K $3.81M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.62K
- 28.73%
$110.25 - $112.92 $399K - $408K
8.97K $988K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
-8.57K
- 39.78%
$44.85 - $47.19 $384K - $404K
13K $581K
CGCP
Capital Group Core Plus Income

ETFs
-17.5K
- 17.02%
$22.64 - $22.98 $395K - $401K
85.1K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.21K
- 14.36%
$49.98 - $50.59 $410K - $415K
48.9K $2.46M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-5.44K
- 26.11%
$71.1 - $74.61 $387K - $406K
15.4K $1.1M
EMGF
Ishares Msci Emerging Markets

ETFs
-15.9K
- 4.84%
$55.07 - $59.37 $874K - $942K
312K $18.2M
GOOGL
Alphabet Inc.

Communication Services
-18.2K
- 13.06%
$236.57 - $291.31 $4.31M - $5.3M
121K $33.5M
BA
Boeing CO

Industrials
-964
- 11.41%
$191.81 - $225.32 $185K - $217K
7.49K $1.44M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-6.86K
- 9.51%
$49.98 - $50.22 $343K - $344K
65.3K $3.27M
BNS
Bank Of Nova Scotia

Financial Services
-6.52K
- 30.25%
$63.31 - $67.83 $413K - $442K
15K $1.01M
EMR
Emerson Electric CO

Industrials
-1.04K
- 1.52%
$126.01 - $140.03 $131K - $146K
67.3K $8.58M
HYG
Ishares Tr

ETFs
-4.27K
- 11.56%
$79.95 - $81.28 $342K - $347K
32.7K $2.62M
CI
Cigna Corp

Healthcare
-1.22K
- 43.72%
$244.41 - $311.0 $298K - $379K
1.57K $425K
NVS
Novartis Ag

Healthcare
-3.31K
- 16.67%
$121.8 - $132.39 $403K - $438K
16.6K $2.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.5K
- 4.54%
$78.65 - $79.19 $354K - $356K
94.5K $7.45M
PAVE
Global X Fds Us Infrastructure

ETFs
-7.5K
- 29.05%
$46.42 - $48.56 $348K - $364K
18.3K $860K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.81K
- 5.66%
$56.33 - $59.22 $384K - $403K
114K $6.56M
MUB
Ishares National Muni Bond ETF

ETFs
-3.42K
- 11.98%
$106.36 - $107.61 $364K - $368K
25.1K $2.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.11K
- 23.56%
$55.57 - $63.17 $228K - $260K
13.3K $740K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.74K
- 12.83%
$199.44 - $208.01 $346K - $361K
11.8K $2.42M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.27K
- 28.23%
$78.97 - $83.03 $337K - $354K
10.9K $880K
WM
Waste Management Inc

Industrials
-534
- 2.8%
$196.77 - $219.98 $105K - $117K
18.5K $3.87M
GBCI
Glacier Bancorp, Inc.

Financial Services
-22
- 0.04%
$40.66 - $49.06 $895 - $1.08K
52.2K $2.21M
COP
Conocophillips

Energy
-2.46K
- 14.16%
$85.66 - $95.46 $210K - $235K
14.9K $1.32M
SCHW
Schwab Charles Corp

Financial Services
-2.37K
- 9.69%
$91.91 - $97.71 $217K - $231K
22K $2.03M
MCHP
Microchip Technology Inc

Technology
-572
- 2.4%
$53.48 - $67.52 $30.6K - $38.6K
23.3K $1.25M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.68K
- 30.32%
$55.75 - $58.83 $261K - $275K
10.8K $612K
LOW
Lowes Companies Inc

Consumer Cyclical
-308
- 3.82%
$225.0 - $247.99 $69.3K - $76.4K
7.75K $1.74M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-11.5K
- 14.66%
$29.26 - $30.54 $337K - $352K
67.1K $2.04M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.25K
- 6.7%
$88.13 - $92.69 $199K - $209K
31.4K $2.81M
SSNC
Ss&C Technologies Holdings Inc

Technology
-2.66K
- 36.69%
$79.54 - $88.08 $211K - $234K
4.59K $383K
BX
Blackstone Inc.

Financial Services
-125
- 1.69%
$138.42 - $168.45 $17.3K - $21.1K
7.25K $1M
ENB
Enbridge Inc

Energy
-2.39K
- 4.78%
$46.39 - $50.07 $111K - $120K
47.6K $2.27M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.69K
- 12.13%
$50.83 - $51.07 $238K - $240K
34K $1.73M
ZTS
Zoetis Inc.

Healthcare
-506
- 7.69%
$118.8 - $147.53 $60.1K - $74.7K
6.08K $721K
Activity Summary
Buys All Purchases 387 New Holdings 79 Increased Positions 308 Sells All Sells 515 Reductions 515 Sold out 0 Options Calls 0 Puts 0
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