test

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
PCKPimco Calif Mun Income Fd Ii
Recent Activity
Exited
0%
$1.394M
238,311 shares@ $5.85 avg price
HYDVaneck Etf Trust
Recent Activity
Exited
0%
$1.248M
24,158 shares@ $51.66 avg price
FTECFidelity Covington Trust
Recent Activity
Exited
0%
$974,185
5,680 shares@ $171.52 avg price
FNGSBank Montreal Medium
Recent Activity
Exited
0%
$940,840
19,150 shares@ $49.14 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$857,791
8,346 shares@ $102.78 avg price
RWMProshares Tr
Recent Activity
Exited
0%
$807,927
38,824 shares@ $20.81 avg price
ITIIteris Inc New
Recent Activity
Exited
0%
$798,729
184,464 shares@ $4.33 avg price
IDEVIshares Tr
Recent Activity
Exited
0%
$759,826
11,576 shares@ $65.64 avg price
IPACIshares Tr
Recent Activity
Exited
0%
$750,863
12,265 shares@ $61.22 avg price
AFIFTwo Rds Shared Tr
Recent Activity
Exited
0%
$698,354
76,700 shares@ $9.11 avg price