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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MTRS CO | COM | 1101 | $239,336 | 5,278 | 0.00 | 5,278 | +Inf | 03-31-2024 | |
| LABORATORY CORP AMER HLDGS | COM NEW | 1102 | $237,585 | 1,088 | 0.00 | 0.00 | 128 | 13.33 | 03-31-2024 |
| ISHARES TR | RUS 2000 VAL ETF | 1103 | $237,137 | 1,493 | 0.00 | 1,493 | +Inf | 03-31-2024 | |
| MARKEL GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 2.55 | 12-31-2023 |
