Dynamic Advisor Solutions LLC
Holdings in PRTS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,244 | 10,488 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $7,446 | 10,488 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $7,761 | 10,488 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $10,488 | 10,488 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $11,327 | 10,488 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $11,318 | 12,438 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $129,327 | 129,327 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $120,621 | 74,458 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $69,008 | 21,838 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $85,440 | 20,738 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $88,136 | 20,738 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $110,740 | 20,738 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $129,819 | 20,738 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $114,970 | 22,238 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $154,331 | 22,238 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $148,994 | 22,238 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $165,200 | 14,750 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $238,146 | 15,256 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $320,792 | 15,756 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $224,995 | 15,756 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $198,240 | 16,000 | Shares | Sole | 2021-02-03 |