Dynasty Wealth Management, LLC RUBRIK INC. Transaction History

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025
Number of Shares
2,847
Previous 4,324 34.16%
Holding current value
$255 Million
Previous $264 Million 3.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2025
SELL
N/A
-1,477 Reduced 34.16%
2,847 $255 Million
Q1 2025

May 02, 2025
SELL
N/A
-126 Reduced 2.83%
4,324 $264 Million
Q4 2024

Feb 05, 2025
BUY
N/A
4,450 New
4,450 $291 Million
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