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 |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINL INC | COM | 901 | $349,602 | 2,722 | 0.00 | 0.00 | 43 | 1.61 | 03-31-2024 |
| ANGIODYNAMICS INC | COM | 902 | $348,942 | 59,445 | 0.00 | 0.00 | 33,840 | 132.16 | 03-31-2024 |
| TARGA RES CORP | COM | 903 | $348,401 | 3,111 | 0.00 | 0.00 | -27 | -0.86 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 3-12 M | 904 | $347,877 | 3,499 | 0.00 | 0.00 | 927 | 36.04 | 03-31-2024 |
