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Dynamic Advisor Solutions LLC

CIK
1599747
City
PHOENIX
State / Country
AZ

Top Portfolio Positions

425 positions · $1,296,253,532 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NMZ

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Shares Held

Position Value (USD)

13 quarters on record
Report Date Value (USD) Shares
2026-03-31 $157,423 15,166
2025-12-31 $153,736 15,087
2025-09-30 $155,958 14,727
2025-06-30 $134,955 13,014
2025-03-31 $139,386 12,776
2024-12-31 $130,314 12,055
2024-09-30 $136,526 11,709
2024-06-30 $115,140 10,671
2024-03-31 $112,812 10,683
2023-12-31 $104,678 10,595
2023-09-30 $97,801 10,539
2023-06-30 $128,541 12,161
2023-03-31 $130,777 12,109