Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DYNAMIC ADVISOR SOLUTIONS LLC 01-10-2024 12-31-2023 903 2,683,338,905
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HOLOGIC INC COM 401 $1,245,329 17,071 0.00 0.00 -376 -2.16 12-31-2023
M & T BK CORP COM 402 $1,241,631 8,985 0.00 0.00 2,605 40.83 12-31-2023
KENVUE INC COM 403 $1,239,274 58,046 0.00 0.00 -254 -0.44 12-31-2023
BROOKLINE BANCORP INC DEL COM 404 $1,236,663 116,228 0.00 0.00 -6,416 -5.23 12-31-2023
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