Dynamic Wealth Strategies, LLC Ishares Tr Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 16,452 shares of EMB stock, worth $1.54 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
16,452
Previous 24,555
33.0%
Holding current value
$1.54 Million
Previous $2.22 Million
31.52%
% of portfolio
1.1%
Previous 1.86%
Shares
7 transactions
Others Institutions Holding EMB
# of Institutions
975Shares Held
141MCall Options Held
3.88MPut Options Held
14M-
Wells Fargo & Company San Francisco, CA18MShares$1.69 Billion0.36% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.64MShares$806 Million3.97% of portfolio
-
Betterment LLC New York, NY7.89MShares$737 Million1.56% of portfolio
-
Jones Financial Companies Lllp7.79MShares$727 Million0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY6.52MShares$609 Million0.05% of portfolio