Dynasty Wealth Management, LLC BLACKROCK ETF TRUST II Transaction History

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025
Number of Shares
5,754,734
Previous 5,893,289 2.35%
Holding current value
$304 Billion
Previous $309 Billion 1.49%
% of portfolio
5.18%
Previous 5.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-138,555 Reduced 2.35%
5,754,734 $304 Billion
Q1 2025

May 02, 2025
SELL
N/A
-469,152 Reduced 7.37%
5,893,289 $309 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
6,362,441 New
6,362,441 $331 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
333,029 Added 10.66%
3,458,017 $181 Billion
Q1 2024

May 15, 2024
BUY
N/A
3,124,988 New
3,124,988 $164 Billion
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