Dynamic Advisor Solutions LLC
Holdings in KW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $589,899 | 61,003 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $552,880 | 66,452 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $399,846 | 58,801 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $456,055 | 52,541 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $517,921 | 51,844 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $582,710 | 52,734 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $499,433 | 51,382 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $419,827 | 48,931 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $605,703 | 48,926 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $756,854 | 51,347 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $811,437 | 49,690 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $782,052 | 47,140 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $733,175 | 46,610 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $668,645 | 43,250 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $743,489 | 39,255 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $894,991 | 36,695 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $843,561 | 35,325 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $715,777 | 34,215 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $682,335 | 34,340 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $682,006 | 33,746 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $591,014 | 33,036 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $468,647 | 32,276 | Shares | Sole | 2020-10-27 |
| 2020-06-30 | $466,356 | 30,641 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $368,727 | 27,476 | Shares | Sole | 2020-05-07 |