Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DYNAMIC ADVISOR SOLUTIONS LLC | 04-12-2024 | 03-31-2024 | 937 | 2,962,139,198 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $81,247,054 | 490,109 | 0.00 | 0.00 | 11,016 | 2.30 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $74,615,529 | 168,049 | 0.00 | 0.00 | -912 | -0.54 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $66,834,447 | 158,857 | 0.00 | 0.00 | 2,140 | 1.37 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $54,873,862 | 104,377 | 0.00 | 0.00 | 4,275 | 4.27 | 03-31-2024 |
