Dynamic Wealth Strategies, LLC Ishares Tr Transaction History

Dynamic Wealth Strategies, LLC

  • $117 Million
  • Q1 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 2,149 shares of ITA stock, worth $302,450. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,149
Previous 4,549 52.76%
Holding current value
$302,450
Previous $576 Million 99.95%
% of portfolio
0.24%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$119.3 - $131.93 $286,320 - $316,632
-2,400 Reduced 52.76%
2,149 $284,000
Q4 2023

Feb 13, 2024
BUY
$103.16 - $126.68 $469,274 - $576,267
4,549 New
4,549 $576 Million

Others Institutions Holding ITA

# of Institutions
655
Shares Held
24.7M
Call Options Held
673K
Put Options Held
275K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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