Dynamic Advisor Solutions LLC
Holdings in GWRS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $442,585 | 52,377 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $544,128 | 52,828 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $324,959 | 31,890 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $292,443 | 28,365 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $321,367 | 27,945 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $330,714 | 26,268 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $305,077 | 25,213 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $320,268 | 24,943 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $324,292 | 24,793 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $249,093 | 25,548 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $306,260 | 24,153 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $274,317 | 22,069 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $287,299 | 21,634 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $228,430 | 19,474 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $258,242 | 19,549 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $296,857 | 17,840 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $271,890 | 15,900 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $299,332 | 15,990 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $278,916 | 16,330 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $279,047 | 17,109 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $401,577 | 27,868 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $445,947 | 41,368 | Shares | Sole | 2020-10-27 |
| 2020-06-30 | $430,432 | 40,838 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $385,467 | 37,828 | Shares | Sole | 2020-05-07 |