Dynamic Advisor Solutions LLC
CIK
0001599747
City
PHOENIX
State / Country
AZ
Holdings in CIK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $180,667 | 63,840 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $176,037 | 60,081 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $175,282 | 59,217 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $182,195 | 62,826 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $157,473 | 54,489 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $140,097 | 45,339 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $135,509 | 45,626 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $146,974 | 49,822 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $159,019 | 50,805 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $130,297 | 50,308 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $126,390 | 42,990 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $109,667 | 42,672 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $94,560 | 37,524 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $103,580 | 39,087 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $101,400 | 37,143 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $110,849 | 36,344 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $110,809 | 32,306 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $106,799 | 30,778 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $106,032 | 30,123 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $89,735 | 26,549 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $78,022 | 24,769 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $68,593 | 23,331 | Shares | Sole | 2020-10-27 |
| 2020-06-30 | $79,270 | 29,251 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $136,827 | 57,250 | Shares | Sole | 2020-05-07 |