Dynamic Advisor Solutions LLC
CIK
0001599747
City
PHOENIX
State / Country
AZ
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $374,076 | 44,746 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $322,481 | 38,947 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $337,345 | 41,545 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $288,439 | 39,442 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $352,975 | 41,749 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $269,580 | 35,663 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $214,878 | 28,353 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $238,331 | 32,200 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $234,419 | 33,125 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $268,232 | 33,854 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $349,657 | 42,393 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $311,691 | 40,652 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $273,283 | 37,674 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $290,838 | 34,480 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $320,737 | 37,980 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $393,812 | 28,397 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $429,770 | 30,556 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $353,737 | 28,078 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $284,125 | 24,864 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $248,187 | 18,720 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $140,090 | 12,134 | Shares | Sole | 2021-02-03 |