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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 151 | $5,474,672 | 15,905 | 0.00 | 0.00 | -892 | -5.31 | 03-31-2024 |
| ISHARES INC | MSCI EMRG CHN | 152 | $5,453,813 | 94,734 | 0.00 | 0.00 | 10,738 | 12.78 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 153 | $5,419,197 | 33,400 | 0.00 | 0.00 | -2,677 | -7.42 | 03-31-2024 |
| PIONEER NAT RES CO | COM | 154 | $5,409,823 | 20,609 | 0.00 | 0.00 | 2,235 | 12.16 | 03-31-2024 |
