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 |
|---|---|---|---|---|---|---|---|---|---|
| CENCORA INC | COM | 1151 | $224,798 | 925 | 0.00 | 925 | +Inf | 03-31-2024 | |
| FACTSET RESH SYS INC | COM | 1152 | $224,476 | 494 | 0.00 | 0.00 | 2 | 0.41 | 03-31-2024 |
| ISHARES TR | U.S. REAL ES ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -442 | -13.39 | 12-31-2023 |
| KEURIG DR PEPPER INC | COM | 1154 | $221,505 | 7,222 | 0.00 | 0.00 | -98 | -1.34 | 03-31-2024 |
