Dynamic Wealth Strategies, LLC Ishares Tr Residential And Mul Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,366 shares of REZ stock, worth $205,274. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,366
Previous 2,350 0.68%
Holding current value
$205,274
Previous $181,000 16.02%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$76.42 - $91.19 $1,222 - $1,459
16 Added 0.68%
2,366 $210,000
Q2 2024

Aug 15, 2024
BUY
$68.06 - $77.1 $5,853 - $6,630
86 Added 3.8%
2,350 $181,000
Q1 2024

May 15, 2024
SELL
$67.66 - $74.45 $60,488 - $66,558
-894 Reduced 28.31%
2,264 $163,000
Q4 2023

Feb 13, 2024
BUY
$61.4 - $74.46 $193,901 - $235,144
3,158 New
3,158 $232 Million

Others Institutions Holding REZ

# of Institutions
167
Shares Held
7.33M
Call Options Held
6.7K
Put Options Held
10.8K
View Full List

About ISHARES TR RESIDENTIAL AND MUL

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