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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | Liquidated | $0 | 0 | 0.00 | 2,579 | +Inf | 03-31-2024 | |
| AUTODESK INC | COM | 1252 | $200,523 | 770 | 0.00 | 770 | +Inf | 03-31-2024 | |
| YUM CHINA HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -608 | -11.06 | 03-31-2024 |
| FIRST TR ABRDN GBL OPP INCM | COM SHS | 1254 | $192,754 | 29,227 | 0.00 | 0.00 | -1,082 | -3.57 | 03-31-2024 |
