Dynamic Advisor Solutions LLC
CIK
0001599747
City
PHOENIX
State / Country
AZ
Holdings in VGM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $146,735 | 14,150 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $144,210 | 14,250 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $135,232 | 14,250 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $135,954 | 13,650 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $128,775 | 12,750 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $136,752 | 12,950 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $114,510 | 11,150 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $109,939 | 11,150 | Shares | Sole | 2024-04-12 |
| 2023-12-31 | $114,229 | 11,550 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $98,175 | 11,550 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $107,781 | 11,100 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $108,843 | 10,950 | Shares | Sole | 2023-04-11 |