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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL WTR RES INC | COM | 951 | $320,268 | 24,943 | 0.00 | 0.00 | 150 | 0.61 | 03-31-2024 |
| WESTERN DIGITAL CORP. | COM | 952 | $319,644 | 4,684 | 0.00 | 4,684 | +Inf | 03-31-2024 | |
| DUPONT DE NEMOURS INC | COM | 953 | $319,398 | 4,166 | 0.00 | 0.00 | -11,487 | -73.39 | 03-31-2024 |
| LAUDER ESTEE COS INC | CL A | 954 | $319,279 | 2,071 | 0.00 | 0.00 | 16 | 0.78 | 03-31-2024 |
