Dynamic Advisor Solutions LLC
CIK
0001599747
City
PHOENIX
State / Country
AZ
Holdings in ETV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $354,849 | 24,711 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $345,405 | 24,239 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $336,763 | 24,280 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $378,783 | 28,674 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $412,659 | 28,637 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $450,252 | 32,627 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $472,503 | 34,565 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $441,313 | 34,131 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $397,038 | 32,201 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $413,180 | 34,518 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $440,143 | 34,440 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $347,413 | 27,507 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $322,865 | 26,292 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $331,813 | 25,233 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $291,099 | 21,547 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $275,958 | 17,667 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $207,157 | 12,375 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $189,785 | 11,869 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $198,046 | 12,165 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $202,671 | 13,084 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $224,217 | 14,607 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $215,360 | 15,572 | Shares | Sole | 2020-10-27 |
| 2020-06-30 | $223,265 | 15,812 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $183,553 | 15,220 | Shares | Sole | 2020-05-07 |