Dynamic Advisor Solutions LLC
CIK
0001599747
City
PHOENIX
State / Country
AZ
Holdings in EDF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $463,169 | 93,193 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $485,572 | 96,153 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $474,927 | 94,045 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $473,408 | 93,559 | Shares | Sole | 2025-04-17 |
| 2024-09-30 | $535,748 | 102,242 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $560,754 | 106,405 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $680,237 | 125,737 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $565,803 | 131,277 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $559,921 | 126,679 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $527,890 | 117,049 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $518,439 | 113,444 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $488,101 | 117,332 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $398,638 | 108,032 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $439,296 | 99,840 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $703,568 | 107,744 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $669,569 | 100,536 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $631,529 | 84,769 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $641,499 | 75,117 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $548,007 | 65,084 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $455,550 | 56,380 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $359,341 | 55,454 | Shares | Sole | 2020-10-27 |
| 2020-06-30 | $310,707 | 44,072 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $308,701 | 41,548 | Shares | Sole | 2020-05-07 |