Dynamic Wealth Strategies, LLC Ishares Barclays Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 79,687 shares of IEF stock, worth $7.69 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
79,687
Previous 80,584
1.11%
Holding current value
$7.69 Million
Previous $7.63 Million
2.16%
% of portfolio
6.41%
Previous 6.52%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,005Shares Held
239MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.97 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.97 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.95 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.25 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.09 Billion0.29% of portfolio