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 |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC | COM | 601 | $701,861 | 12,436 | 0.00 | 0.00 | -6,400 | -33.98 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | 602 | $701,418 | 8,147 | 0.00 | 0.00 | 2,632 | 47.72 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI SML | 603 | $701,017 | 21,320 | 0.00 | 0.00 | -142 | -0.66 | 03-31-2024 |
| HALLIBURTON CO | COM | 604 | $694,650 | 17,622 | 0.00 | 0.00 | 2,071 | 13.32 | 03-31-2024 |
