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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 651 | $628,310 | 26,366 | 0.00 | 0.00 | 8 | 0.03 | 03-31-2024 |
| ISHARES TR | EAFE VALUE ETF | 652 | $627,145 | 11,528 | 0.00 | 0.00 | 666 | 6.13 | 03-31-2024 |
| ALBEMARLE CORP | COM | 653 | $624,916 | 4,744 | 0.00 | 0.00 | -5,046 | -51.54 | 03-31-2024 |
| WESTERN AST INFL LKD OPP & I | COM | 654 | $624,748 | 72,393 | 0.00 | 0.00 | 157 | 0.22 | 03-31-2024 |
