Dynamic Wealth Strategies, LLC Incresed Positions in Q3 2024

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FRT
Federal Realty Investment Trust

Real Estate
69
+ 123.21%
$100.42 - $117.38 $6.93K - $8.1K
125 $14K
DIS
Walt Disney CO

Communication Services
41
+ 5.46%
$85.6 - $98.61 $3.51K - $4.04K
792 $76K
Jacobs Solutions Inc
13
+ 1.11%
N/A
1.18K $155K
SNPS
Synopsys Inc

Technology
4
+ 2.56%
$463.97 - $621.3 $1.86K - $2.49K
160 $81K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.13%
$61.74 - $76.08 $123 - $152
1.54K $99K
KLAC
Kla Corp

Technology
1
+ 0.34%
$696.17 - $892.35 $696 - $892
296 $229K
DPZ
Dominos Pizza Inc

Consumer Cyclical
12
+ 3.17%
$402.52 - $505.35 $4.83K - $6.06K
390 $168K
LRCX
Lam Research Corp

Technology
17
+ 5.82%
$731.56 - $1127.3 $12.4K - $19.2K
309 $252K
Activity Summary
Buys All Purchases 62 New Holdings 4 Increased Positions 58 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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