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 |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | 1001 | $292,021 | 5,937 | 0.00 | 0.00 | 323 | 5.75 | 03-31-2024 |
| LATTICE STRATEGIES TR | HARTFRD EMRG ETF | 1002 | $291,211 | 12,495 | 0.00 | 0.00 | 1,811 | 16.95 | 03-31-2024 |
| CANADIAN PACIFIC KANSAS CITY | COM | 1003 | $291,101 | 3,302 | 0.00 | 0.00 | 101 | 3.16 | 03-31-2024 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 1004 | $289,644 | 4,337 | 0.00 | 0.00 | -52 | -1.18 | 03-31-2024 |
