Dynamic Advisor Solutions LLC
CIK
0001599747
City
PHOENIX
State / Country
AZ
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,595,255 | 278,702 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $3,883,493 | 268,940 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $3,596,110 | 258,527 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $3,395,555 | 234,824 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $3,260,006 | 226,862 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $3,018,403 | 209,757 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $2,910,797 | 203,410 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $2,894,891 | 194,680 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $2,561,794 | 193,489 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $2,402,096 | 183,787 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $2,533,972 | 180,998 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $2,616,505 | 209,824 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $2,348,795 | 195,570 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $2,678,224 | 227,934 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $2,565,200 | 205,052 | Shares | Sole | 2022-07-27 |