Dynasty Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,781 shares of IWM stock, worth $617,159. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,781
Previous 2,775
0.22%
Holding current value
$617,159
Previous $563 Million
9.08%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio