Dynamic Advisor Solutions LLC
Position in OALC — ONEASCENT LARGE CAP CORE ETF
CIK 1599747
PHOENIX, AZ
All Filings in OALC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OALC | $544,531 | 15,889 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 OALC | $565,533 | 15,953 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 OALC | $561,835 | 16,141 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 OALC | $560,541 | 17,274 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 OALC | $795,928 | 27,854 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 OALC | $1,589,419 | 54,354 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 OALC | $1,197,247 | 42,866 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||