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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EMER MKT HIGH FD | 251 | $3,021,775 | 72,222 | 0.00 | 0.00 | 40,590 | 128.32 | 03-31-2024 |
| S&P GLOBAL INC | COM | 252 | $3,012,959 | 7,082 | 0.00 | 0.00 | 335 | 4.97 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 253 | $2,968,804 | 23,122 | 0.00 | 0.00 | -6,497 | -21.94 | 03-31-2024 |
| SPDR SER TR | RUSSELL LOW VOL | 254 | $2,968,204 | 23,903 | 0.00 | 0.00 | 2,762 | 13.06 | 03-31-2024 |
