Dynasty Wealth Management, LLC Portfolio Holdings
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
Dynasty Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.39 Trillion distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $359B, Spdr Portfolio with a value of $279B, Fcf Us Quality ETF with a value of $241B, Ishares Core U.S. Aggregate Bo with a value of $232B, and Blackrock ETF Trust Ii with a value of $181B.
Examining the 13F form we can see an increase of $256B in the current position value, from $3.14T to 3.39T.
Dynasty Wealth Management, LLC is based out at St. Petersburg, FL
Below you can find more details about Dynasty Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 239
- Current Value $3.39 Trillion
- Prior Value $3.14 Trillion
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 28 stocks
- Additional Purchases 159 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks