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 INTL EQUITY INDEX F | FTSE EMR MKT ETF | 51 | $12,566,857 | 300,858 | 0.00 | 0.00 | -4,284 | -1.40 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 52 | $12,415,764 | 25,098 | 0.00 | 0.00 | 3,048 | 13.82 | 03-31-2024 |
| CISCO SYS INC | COM | 53 | $12,380,484 | 248,056 | 0.00 | 0.00 | 6,395 | 2.65 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $12,365,749 | 54,096 | 0.00 | 0.00 | 618 | 1.16 | 03-31-2024 |
