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
GTOInvesco Actively Managed Exc
Recent Activity
Increased 11.99%
0.79%
$26.133M
541,055 shares@ $48.31 avg price
IWDIshares Tr
Recent Activity
Decreased -0.57%
0.77%
$25.371M
133,674 shares@ $189.81 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.7%
0.72%
$23.804M
143,529 shares@ $165.85 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -1.55%
0.71%
$23.587M
97,042 shares@ $243.06 avg price
TSLATesla Inc
Recent Activity
Increased 3.49%
0.7%
$23.087M
88,241 shares@ $261.64 avg price
GOVIInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 44.99%
0.69%
$22.885M
786,972 shares@ $29.09 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Increased 0.02%
0.69%
$22.827M
379,190 shares@ $60.2 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.29%
0.68%
$22.647M
25,546 shares@ $886.51 avg price
IJRIshares Tr
Recent Activity
Decreased -0.69%
0.65%
$21.352M
182,555 shares@ $116.97 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 4.39%
0.64%
$21.145M
841,434 shares@ $25.13 avg price