Dynamic Wealth Strategies, LLC Ishares Short Term National Mu Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 6,506 shares of SUB stock, worth $686,773. This represents 0.58% of its overall portfolio holdings.

Number of Shares
6,506
Previous 6,504 0.03%
Holding current value
$686,773
Previous $686,000 0.15%
% of portfolio
0.58%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$105.3 - $106.24 $210 - $212
2 Added 0.03%
6,506 $687,000
Q4 2024

Feb 13, 2025
SELL
$104.94 - $106.2 $48,482 - $49,064
-462 Reduced 6.63%
6,504 $686,000
Q3 2024

Nov 13, 2024
SELL
$104.3 - $106.3 $22,007 - $22,429
-211 Reduced 2.94%
6,966 $740,000
Q2 2024

Aug 15, 2024
SELL
$104.04 - $104.8 $39,431 - $39,719
-379 Reduced 5.02%
7,177 $750,000
Q1 2024

May 15, 2024
BUY
$104.73 - $105.42 $791,339 - $796,553
7,556 New
7,556 $791,000

Others Institutions Holding SUB

# of Institutions
927
Shares Held
83.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email