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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | COM STK | 701 | $541,366 | 9,877 | 0.00 | 0.00 | 413 | 4.36 | 03-31-2024 |
| EDISON INTL | COM | 702 | $538,518 | 7,614 | 0.00 | 0.00 | -983 | -11.43 | 03-31-2024 |
| INNOVATIVE INDL PPTYS INC | COM | 703 | $537,999 | 5,196 | 0.00 | 0.00 | 1,114 | 27.29 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 704 | $534,839 | 8,674 | 0.00 | 0.00 | -209 | -2.35 | 03-31-2024 |
