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Dynamic Advisor Solutions’s Factset FDS Stock Holding History

Dynamic Advisor Solutions’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-494
Closed -$224K – 957
2024
Q1 		$224K Buy
494
+2
+0.4% +$909 0.01% 832
2023
Q4 		$225K Buy
+492
New +$225K 0.01% 803