Dynamic Advisor Solutions LLC
CIK Number: 0001599747
2,311.60B
Market Value
796
# of Holdings
14 months
Avg. Holding Period
73.79%
Win Rate
16087.95%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Apple Inc | 238.41 | +3.72% | 488.03K | +0.75% | 109.66M | 128.28 | 3.29% | |
2 | Invesco Qqq Tr | 522.10 | +1.53% | 167.84K | -3.26% | 81.92M | 293.65 | 2.46% | |
3 | Ishares Tr | 607.62 | +0.87% | 126.71K | +4.54% | 73.09M | 461.88 | 2.19% | |
4 | Microsoft Corp | 447.39 | +2.95% | 160.10K | -0.82% | 68.89M | 244.86 | 2.07% | |
5 | Dimensional Etf... | 55.09 | +0.82% | 1.40M | +11.82% | 60.37M | 41.66 | 1.81% |
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- Up to 30 years financial history
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