Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DYNAMIC ADVISOR SOLUTIONS LLC 01-10-2024 12-31-2023 903 2,683,338,905
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $84,838,238 479,093 0.00 0.00 55,392 13.07 12-31-2023
INVESCO QQQ TR UNIT SER 1 2 $67,035,091 168,961 0.00 0.00 2,236 1.34 12-31-2023
MICROSOFT CORP COM 3 $57,632,667 156,717 0.00 0.00 23,878 17.98 12-31-2023
ISHARES TR CORE S&P500 ETF 4 $47,059,739 100,102 0.00 0.00 35,403 54.72 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6