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
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-1.07K
- 6.34%
$12.78 - $13.52 $13.7K - $14.5K
15.8K $202K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-260
- 2.44%
$23.75 - $25.68 $6.18K - $6.68K
10.4K $250K
IOO
Ishares Tr Global 100 ETF

ETFs
-195
- 4.75%
$97.46 - $103.45 $19K - $20.2K
3.91K $393K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-76
- 0.29%
$18.04 - $18.54 $1.37K - $1.41K
25.7K $464K
ENB
Enbridge Inc

Energy
-2.56K
- 4.79%
$40.4 - $43.92 $104K - $113K
50.9K $2.16M
DFAT
Dimensional ETF Tr U S Target

ETFs
-205
- 1.34%
$54.54 - $61.04 $11.2K - $12.5K
15.1K $840K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-81
- 2.58%
$114.67 - $126.49 $9.29K - $10.2K
3.06K $355K
PLUG
Plug Power Inc

Industrials
-1.8K
- 5.3%
$1.87 - $2.67 $3.37K - $4.81K
32.2K $68K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-200
- 1.54%
$9.82 - $10.6 $1.96K - $2.12K
12.8K $128K
RDVY
First Trust Rising Dividend Ac

ETFs
-135
- 2.76%
$58.65 - $64.37 $7.92K - $8.69K
4.75K $281K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-260
- 5.18%
$198.04 - $221.51 $51.5K - $57.6K
4.76K $1M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
-620
- 4.85%
$14.04 - $14.76 $8.7K - $9.15K
12.2K $174K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-17
- 0.44%
$49.84 - $59.6 $847 - $1.01K
3.82K $202K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-79
- 2.6%
$100.38 - $107.86 $7.93K - $8.52K
2.96K $304K
JCI
Johnson Controls International PLC

Industrials
-139
- 2.76%
$74.23 - $86.6 $10.3K - $12K
4.89K $386K
IPO
Renaissance Cap Greenwich Fds

ETFs
-250
- 2.08%
$41.85 - $47.0 $10.5K - $11.8K
11.8K $512K
IXN
Ishares Global Information Tec

ETFs
-235
- 2.76%
$80.67 - $87.84 $19K - $20.6K
8.28K $701K
FPX
First Trust Us Equity Opportun

ETFs
-150
- 7.65%
$109.38 - $131.9 $16.4K - $19.8K
1.81K $216K
CGSD
Capital Grp Core Plus Income E
-471
- 1.18%
N/A
39.6K $0
Dimensional ETF Trust
-37
- 0.54%
N/A
6.77K $0
Gsk PLC
-495
- 5.3%
N/A
8.85K $0
Capital Group Dividend Growe
-462
- 0.91%
N/A
50.6K $0
Innovator Etfs Trust
-40
- 0.37%
N/A
10.7K $0
Capital Group Core Balanced
-289
- 3.58%
N/A
7.78K $0
QTUM
ETF Ser Solutions Defiance Qua
-310
- 8.63%
N/A
3.28K $0
Ge Vernova Inc
-396
- 8.56%
N/A
4.23K $0
Linde PLC
-741
- 13.87%
N/A
4.6K $0
Annaly Capital Management In
-906
- 6.53%
N/A
13K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-98
- 0.3%
N/A
32.7K $0
Sila Realty Trust Inc
-7.55K
- 39.67%
N/A
11.5K $0
CRH.L
Crh PLC

Basic Materials
-40
- 0.39%
N/A
10.2K $0
American Healthcare Reit Inc
-3.98K
- 6.71%
N/A
55.4K $0
Ark 21 Shares Bitcoin ETF
-500
- 11.11%
N/A
4K $0
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
-1.95K
- 15.68%
$0.68 - $1.12 $1.33K - $2.18K
10.5K $11K
Morgan Stanley ETF Trust
-426
- 7.44%
N/A
5.3K $0
BR
Broadridge Financial Solutions, Inc.

Technology
-56
- 3.62%
$209.64 - $236.44 $11.7K - $13.2K
1.49K $337K
DFAU
Dimensional ETF Tr

ETFs
-363
- 1.38%
$39.27 - $42.38 $14.3K - $15.4K
25.9K $1.05M
AZO
Autozone Inc

Consumer Cyclical
-9
- 1.33%
$2981.19 - $3370.27 $26.8K - $30.3K
670 $2.15M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-8
- 0.22%
$72.18 - $81.41 $577 - $651
3.56K $268K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-77
- 0.3%
$24.94 - $25.74 $1.92K - $1.98K
25.8K $657K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-60
- 1.08%
$46.94 - $51.62 $2.82K - $3.1K
5.5K $274K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-17
- 0.19%
$107.41 - $115.71 $1.83K - $1.97K
8.73K $962K
CG
Carlyle Group Inc.

Financial Services
-581
- 10.73%
$43.2 - $54.81 $25.1K - $31.8K
4.83K $244K
NDAQ
Nasdaq, Inc.

Financial Services
-1
- 0.03%
$70.87 - $83.05 $70.9 - $83.1
2.92K $225K
MPLX
Mplx LP

Energy
-194
- 2.36%
$43.77 - $51.66 $8.49K - $10K
8.03K $384K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.74K
- 8.12%
$9.71 - $15.34 $16.8K - $26.6K
19.6K $260K
CMI
Cummins Inc

Industrials
-41
- 2.69%
$324.93 - $383.42 $13.3K - $15.7K
1.48K $516K
GILD
Gilead Sciences, Inc.

Healthcare
-5.45K
- 8.7%
$83.95 - $97.9 $457K - $533K
57.2K $5.28M
ONB
Old National Bancorp

Financial Services
-520
- 3.55%
$17.94 - $23.23 $9.33K - $12.1K
14.1K $306K
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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