Dynamic Advisor Solutions LLC Closed Holding Positions

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BCO
Brinks CO

Industrials
Q4 2021 Filed on Jan 26, 2022
18,852
$58.99 - $70.46 $1.11M - $1.33M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Jan 26, 2022
20,562
$26.61 - $27.97 $547K - $575K
USTB
Victory Portfolios Ii Victorys

ETFs
Q4 2021 Filed on Jan 26, 2022
4,000
$51.29 - $51.87 $205K - $207K
IETC
Ishares U S ETF Tr

ETFs
Q4 2021 Filed on Jan 26, 2022
5,500
$55.04 - $62.46 $303K - $344K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
Q4 2021 Filed on Jan 26, 2022
7,440
$40.15 - $44.16 $299K - $329K
BXP
Boston Properties Inc

Real Estate
Q4 2021 Filed on Jan 26, 2022
10,679
$105.3 - $120.66 $1.12M - $1.29M
Global X Fds
Q4 2021 Filed on Jan 26, 2022
18,382
N/A
FIBR
Ishares U.S. Fixed Income Bala

ETFs
Q4 2021 Filed on Jan 26, 2022
2,100
$98.89 - $100.51 $208K - $211K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
13,756
$79.02 - $88.43 $1.09M - $1.22M
CNK
Cinemark Holdings, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
30,930
$15.21 - $22.11 $470K - $684K
APPS
Digital Turbine, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
4,012
$48.85 - $91.4 $196K - $367K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
2,827
$73.76 - $100.53 $209K - $284K
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
14,130
$3.85 - $6.71 $54.4K - $94.8K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
20,624
$19.6 - $34.99 $404K - $722K
GH
Guardant Health, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
3,785
$88.71 - $120.43 $336K - $456K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2021 Filed on Jan 26, 2022
146,965
$15.7 - $19.0 $2.31M - $2.79M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q4 2021 Filed on Jan 26, 2022
1,518
$144.34 - $152.13 $219K - $231K
FUBO
Fubo Tv Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
2,500
$15.4 - $33.87 $38.5K - $84.7K
UPWK
Upwork, Inc

Industrials
Q4 2021 Filed on Jan 26, 2022
8,500
$31.73 - $60.02 $270K - $510K
HOOD
Robinhood Markets, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
6,260
$17.11 - $42.07 $107K - $263K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
6,246
$34.93 - $62.68 $218K - $391K
XXII
22nd Century Group, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
46,737
$2.14 - $3.31 $100K - $155K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 26, 2022
1,472
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
66,503
$15.66 - $18.28 $1.04M - $1.22M
HST
Host Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Jan 26, 2022
11,529
$15.36 - $18.38 $177K - $212K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Jan 26, 2022
5,725
$41.59 - $49.44 $238K - $283K
ZG
Zillow Group, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
4,193
$52.38 - $105.72 $220K - $443K
SONM
Sonim Technologies Inc

Technology
Q4 2021 Filed on Jan 26, 2022
11,911
$0.89 - $2.54 $10.6K - $30.3K
S
Sentinel One, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
3,857
$45.01 - $76.3 $174K - $294K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
300
$34.93 - $62.68 $10.5K - $18.8K
Pimco Income Opportunity Fd
Q4 2021 Filed on Jan 26, 2022
9,572
N/A
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,157
$134.56 - $217.97 $156K - $252K
AEI
Alset E Home International Inc.

Real Estate
Q4 2021 Filed on Jan 26, 2022
100,000
$0.56 - $2.35 $56K - $235K
LMND
Lemonade, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
8,296
$39.64 - $72.06 $329K - $598K
LMND
Lemonade, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
100
$39.64 - $72.06 $3.96K - $7.21K
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
4,104
$77.09 - $83.81 $316K - $344K
HOOD
Robinhood Markets, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
200
$17.11 - $42.07 $3.42K - $8.41K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
Q4 2021 Filed on Jan 26, 2022
8,618
$29.5 - $30.61 $254K - $264K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
27,406
$43.72 - $52.25 $1.2M - $1.43M
DRIV
Global X Fds Global X Autonomo

ETFs
Q4 2021 Filed on Jan 26, 2022
8,560
$26.95 - $32.11 $231K - $275K
SKLZ
Skillz Inc.

Communication Services
Q4 2021 Filed on Jan 26, 2022
15,000
$7.19 - $12.5 $108K - $188K
NTRA
Natera, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
2,037
$86.26 - $119.0 $176K - $242K
W
Wayfair Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
658
$241.36 - $316.57 $159K - $208K
EVBG
Everbridge, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
5,000
$129.52 - $166.36 $648K - $832K
Sonim Technologies Inc
Q3 2021 Filed on Oct 28, 2021
170,570
N/A
BIGC
Big Commerce Holdings, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
4,300
$50.64 - $71.33 $218K - $307K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q3 2021 Filed on Oct 28, 2021
4,798
$64.1 - $72.18 $308K - $346K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q3 2021 Filed on Oct 28, 2021
4,410
$43.54 - $46.82 $192K - $206K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q3 2021 Filed on Oct 28, 2021
3,265
$74.79 - $93.64 $244K - $306K
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