Position in CBOE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,151,469
-$99,573 QoQ
Shares Held
4,745
+6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#465
of 977 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $4,928,402 across 5 Financial Data & Stock Exchanges names. CBOE ranks #2 (23.4% of the industry book) .
All Filings in CBOE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,469 | 4,745 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,251,042 | 4,451 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,111,930 | 4,430 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,355,006 | 5,525 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,301,311 | 5,580 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $596,047 | 2,634 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $495,143 | 2,534 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $614,610 | 3,000 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $490,963 | 2,887 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $619,353 | 3,371 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $592,997 | 3,321 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $567,979 | 3,636 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,109,876 | 8,042 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $346,741 | 2,583 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||