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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-84
- 2.1%
$1146.59 - $1270.6 $96.3K - $107K
3.93K $4.65M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.2K
- 2.28%
$98.04 - $108.11 $117K - $129K
51.3K $5.22M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.57K
- 1.25%
$29.73 - $30.81 $76.3K - $79.1K
203K $6.18M
CGUS
Capital Group Core Equity ETF
-2.65K
- 1.35%
$33.96 - $36.24 $90K - $96K
194K $6.79M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-325
- 3.19%
$19.44 - $28.35 $6.32K - $9.21K
9.87K $254K
BX
Blackstone Inc.

Financial Services
-581
- 7.55%
$148.45 - $199.05 $86.2K - $116K
7.11K $1.23M
RBLX
Roblox Corp

Communication Services
-420
- 7.92%
$39.86 - $61.45 $16.7K - $25.8K
4.89K $282K
ARKW
Ark Next Generation Internet E

ETFs
-77
- 2.88%
$82.66 - $120.04 $6.36K - $9.24K
2.6K $280K
APH
Amphenol Corp

Technology
-52
- 0.39%
$62.07 - $75.35 $3.23K - $3.92K
13.1K $910K
MTB
M&T Bank Corp

Financial Services
-189
- 1.87%
$172.48 - $221.95 $32.6K - $41.9K
9.91K $1.86M
IWY
Ishares Tr Russell 200 Growth

ETFs
-11
- 0.23%
$216.72 - $244.71 $2.38K - $2.69K
4.68K $1.1M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-233
- 2.13%
$29.11 - $41.59 $6.78K - $9.69K
10.7K $396K
KR
Kroger CO

Consumer Defensive
-281
- 1.1%
$55.21 - $63.3 $15.5K - $17.8K
25.2K $1.54M
BAC
Bank Of America Corp

Financial Services
-9.2K
- 8.04%
$39.22 - $47.77 $361K - $439K
105K $4.62M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.05K
- 15.31%
$47.29 - $84.74 $49.6K - $88.8K
5.8K $431K
GRMN
Garmin LTD

Technology
-129
- 3.27%
$161.91 - $220.77 $20.9K - $28.5K
3.82K $787K
MRVL
Marvell Technology, Inc.

Technology
-866
- 17.41%
$70.31 - $124.78 $60.9K - $108K
4.11K $453K
APO
Apollo Global Management, Inc.

Financial Services
-211
- 6.54%
$131.36 - $178.61 $27.7K - $37.7K
3.02K $498K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-106
- 0.24%
$44.28 - $51.47 $4.69K - $5.46K
44.8K $2.12M
ESAB
Esab Corp

Industrials
-197
- 1.95%
$102.05 - $135.08 $20.1K - $26.6K
9.91K $1.19M
BFLY
Butterfly Network, Inc.

Healthcare
-11.9K
- 10.27%
$1.66 - $3.67 $19.8K - $43.7K
104K $324K
KKR
Kkr & Co. Inc.

Financial Services
-73
- 0.97%
$129.87 - $162.87 $9.48K - $11.9K
7.45K $1.1M
FDN
First Tr Fd Dow Jones

ETFs
-30
- 0.7%
$210.5 - $257.24 $6.32K - $7.72K
4.27K $1.04M
CGGR
Capital Group Growth ETF Shs C

ETFs
-2.2K
- 2.46%
$34.49 - $39.24 $75.9K - $86.3K
87.3K $3.25M
AXP
American Express CO

Financial Services
-955
- 5.76%
$267.35 - $305.57 $255K - $292K
15.6K $4.64M
NFLX
Netflix Inc

Communication Services
-1.71K
- 18.4%
$687.65 - $936.56 $1.17M - $1.6M
7.56K $6.74M
CSCO
Cisco Systems, Inc.

Technology
-9.76K
- 7.55%
$52.45 - $60.02 $512K - $586K
120K $7.08M
COF
Capital One Financial Corp

Financial Services
-592
- 5.58%
$145.19 - $192.01 $86K - $114K
10K $1.79M
RSSS
Research Solutions, Inc.

Technology
-4.54K
- 2.43%
$2.56 - $4.16 $11.6K - $18.9K
183K $744K
HON
Honeywell International Inc

Industrials
-1.17K
- 4.37%
$202.84 - $236.0 $237K - $275K
25.5K $5.77M
MSTR
Microstrategy Inc

Technology
-2.26K
- 29.07%
$162.69 - $473.83 $368K - $1.07M
5.52K $1.6M
ISRG
Intuitive Surgical Inc

Healthcare
-51
- 0.48%
$471.27 - $550.62 $24K - $28.1K
10.5K $5.48M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-362
- 9.04%
$260.53 - $404.79 $94.3K - $147K
3.64K $1.39M
DIS
Walt Disney CO

Communication Services
-3.05K
- 6.83%
$92.39 - $117.6 $281K - $358K
41.6K $4.63M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.02K
- 2.77%
$156.46 - $195.69 $160K - $200K
35.9K $6.36M
EMR
Emerson Electric CO

Industrials
-3.21K
- 4.64%
$108.13 - $134.33 $347K - $431K
66.1K $8.19M
ARES
Ares Management Corp

Financial Services
-1.56K
- 3.34%
$153.38 - $183.7 $240K - $287K
45.2K $8M
JPM
Jpmorgan Chase & CO

Financial Services
-7.62K
- 8.13%
$205.18 - $250.29 $1.56M - $1.91M
86.1K $20.6M
GOOGL
Alphabet Inc.

Communication Services
-6.3K
- 4.39%
$161.86 - $196.66 $1.02M - $1.24M
137K $26M
PLTR
Palantir Technologies Inc.

Technology
-10.2K
- 12.85%
$36.46 - $82.38 $373K - $842K
69.3K $5.24M
AVGO
Broadcom Inc.

Technology
-13.2K
- 10.88%
$159.67 - $250.0 $2.12M - $3.31M
109K $25.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.55K
- 4.13%
$180.88 - $232.93 $1.37M - $1.76M
175K $38.4M
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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