Dynamic Wealth Strategies, LLC Ishares Tr Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,117 shares of ITA stock, worth $296,316. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,117
Previous 2,149
1.49%
Holding current value
$296,316
Previous $284,000
1.41%
% of portfolio
0.24%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding ITA
# of Institutions
657Shares Held
23.9MCall Options Held
169KPut Options Held
180K-
Bank Of America Corp Charlotte, NC9.16MShares$1.28 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.81MShares$254 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC905KShares$127 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN758KShares$106 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA713KShares$99.8 Million0.02% of portfolio