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James Cannon

@Dynamic Advisor Solutions Llc

Latest period2024 - Q3ReportedManaged Assets$3.332BTotal holdings925
Assets growth rate4.93%Assets growth rate (2-Q avg)6.07%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Advisor Solutions Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 925 positions.

Assets under management

The assets under management (AUM) of Dynamic Advisor Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.332B in assets, with a quarterly growth rate of 4.93% and a 2-quarter average growth rate of 6.07%. The portfolio is managed by James Cannon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MFUSPimco Equity Ser
Recent Activity
Exited
0%
$6.513M
137,361 shares@ $47.42 avg price
ISTBIshares Tr
Recent Activity
Exited
0%
$2.57M
54,248 shares@ $47.38 avg price
RINGIshares Inc
Recent Activity
Exited
0%
$2.212M
80,120 shares@ $27.62 avg price
ISCFIshares Tr
Recent Activity
Exited
0%
$2.208M
68,517 shares@ $32.23 avg price
XPCQXPimco Calif Mun Income Fd
Recent Activity
Exited
0%
$2.023M
214,755 shares@ $9.42 avg price
MFDXPimco Equity Ser
Recent Activity
Exited
0%
$1.91M
63,116 shares@ $30.27 avg price
EGEverest Group Ltd
Recent Activity
Exited
0%
$1.83M
4,803 shares@ $381.02 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$1.636M
66,297 shares@ $24.67 avg price
EEMSIshares Inc
Recent Activity
Exited
0%
$1.588M
25,980 shares@ $61.12 avg price
SLQDIshares Tr
Recent Activity
Exited
0%
$1.411M
28,643 shares@ $49.26 avg price