Dynamic Advisor Solutions LLC

Q2 2020 13F Holdings Report, Stock Holdings

Signature - Title: James Cannon - Chief Executive Officer
Location: Phoenix, AZ
Holdings as of: 30 Jun 2020
Value $: $740,250,000
Num holdings: 535
Filing time: 04 Aug 2020, 21:08:19 UTC
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included AAPL, JPST, DIA, TAIL, and SCHX.
Previous filing: Q1 2020 - 07 May 2020
Next filing: Q3 2020 - 27 Oct 2020
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Quoteable Key Fact

"Dynamic Advisor Solutions LLC reported $740,250,000 across 535 holdings in Q2 2020."

Quick Takeaways

Dynamic Advisor Solutions LLC reported 13f holdings report, stock holdings for Q2 2020.
Reported holdings value: $740,250,000.
535 holdings are listed in this filing snapshot.

What Changed

Previous comparable filing: Q1 2020.
Value moved from $546,217,000 to $740,250,000.

Why This Matters

This filing-level page explains what the portfolio report tells you before the holdings table.
You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Source Evidence

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

Filing 2020 Q2 compared to 2020 Q1 by default. Changes are calculated vs the previous SEC filing.

Compare Q2 2020 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
James Cannon	Chief Executive Officer	Phoenix, Arizona	04 Aug 2020