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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN TAXABLE MUNICPAL INM | COM | 851 | $382,111 | 24,942 | 0.00 | 0.00 | -116 | -0.46 | 03-31-2024 |
| OTIS WORLDWIDE CORP | COM | 852 | $379,613 | 3,824 | 0.00 | 0.00 | 170 | 4.65 | 03-31-2024 |
| SYSCO CORP | COM | 853 | $376,860 | 4,642 | 0.00 | 0.00 | 210 | 4.74 | 03-31-2024 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 854 | $376,161 | 3,678 | 0.00 | 0.00 | 187 | 5.36 | 03-31-2024 |
