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 | U.S. TECH ETF | 301 | $2,210,376 | 16,366 | 0.00 | 0.00 | 1,664 | 11.32 | 03-31-2024 |
| MARATHON PETE CORP | COM | 302 | $2,209,437 | 10,965 | 0.00 | 0.00 | -273 | -2.43 | 03-31-2024 |
| ISHARES TR | EAFE SML CP ETF | 303 | $2,186,439 | 34,525 | 0.00 | 0.00 | 454 | 1.33 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 304 | $2,180,424 | 34,117 | 0.00 | 0.00 | -13,716 | -28.67 | 03-31-2024 |
