Dynamic Advisor Solutions LLC
CIK
0001599747
City
PHOENIX
State / Country
AZ
Holdings in MSD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $347,692 | 47,049 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $332,659 | 45,137 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $332,413 | 43,003 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $346,439 | 43,036 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $269,500 | 35,000 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $229,081 | 28,888 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $125,506 | 17,099 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $101,516 | 14,041 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $90,801 | 13,065 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $73,895 | 11,386 | Shares | Sole | 2023-10-11 |