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 |
|---|---|---|---|---|---|---|---|---|---|
| PPL CORP | COM | 751 | $484,501 | 17,599 | 0.00 | 0.00 | 1,493 | 9.27 | 03-31-2024 |
| PACCAR INC | COM | 752 | $483,862 | 3,906 | 0.00 | 0.00 | 405 | 11.57 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 753 | $475,079 | 8,330 | 0.00 | 0.00 | 2,104 | 33.79 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 754 | $473,366 | 5,289 | 0.00 | 0.00 | 146 | 2.84 | 03-31-2024 |
