Number of Shares
54,589
Previous 41,830 30.5%
Holding current value
$1.17 Billion
Previous $968 Million 20.46%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
N/A
12,759 Added 30.5%
54,589 $1.17 Billion
Q3 2024

Nov 12, 2024

SELL
N/A
-2,026 Reduced 4.62%
41,830 $968 Million
Q2 2024

Aug 12, 2024

BUY
N/A
1,254 Added 2.94%
43,856 $797 Million
Q1 2024

May 15, 2024

BUY
N/A
42,602 New
42,602 $914 Million
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.