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 |
|---|---|---|---|---|---|---|---|---|---|
| SYNTAX ETF TR | STRATIFIE MDCP | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,185 | -18.27 | 03-31-2024 |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 1202 | $209,801 | 4,341 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MSCI INC | COM | 1203 | $209,655 | 374 | 0.00 | 374 | +Inf | 03-31-2024 | |
| ISHARES TR | INTL EQTY FACTOR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
