Dynamic Wealth Strategies, LLC Sells in Q4 2024

Dynamic Wealth Strategies, LLC

  • $112 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-57.4K
- 46.67%
$57.78 - $60.4 $3.31M - $3.47M
65.5K $3.8M
VTV
Vanguard Value ETF

ETFs
-7
- 0.01%
$168.32 - $181.87 $1.18K - $1.27K
67.4K $11.4M
VUG
Vanguard Growth ETF

ETFs
-938
- 53.72%
$378.79 - $428.11 $355K - $402K
808 $331K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.6K
- 6.04%
$44.04 - $49.49 $115K - $129K
40.5K $1.78M
EWJ
Ishares Msci Japan ETF

ETFs
-963
- 6.63%
$66.18 - $71.84 $63.7K - $69.2K
13.6K $910K
XLE
Energy Sector Spdr

ETFs
-653
- 20.15%
$83.32 - $97.27 $54.4K - $63.5K
2.59K $221K
CVX
Chevron Corp

Energy
-370
- 18.71%
$141.15 - $162.53 $52.2K - $60.1K
1.61K $232K
SUB
Ishares Short Term National Mu

ETFs
-462
- 6.63%
$104.94 - $106.2 $48.5K - $49.1K
6.5K $686K
XLF
Financial Sector Spdr

ETFs
-1.33K
- 23.84%
$44.89 - $51.34 $59.8K - $68.4K
4.26K $205K
PWZ
Invesco California Amt Free Mu

ETFs
-1.35K
- 3.8%
$24.49 - $25.25 $33.2K - $34.2K
34.3K $846K
VCIT
Vanguard Intermediate Term Cor

ETFs
-26
- 0.4%
$80.13 - $83.77 $2.08K - $2.18K
6.45K $517K
APD
Air Products & Chemicals, Inc.

Basic Materials
-43
- 5.21%
$285.5 - $335.62 $12.3K - $14.4K
783 $227K
AFL
Aflac Inc

Financial Services
-3
- 0.14%
$100.37 - $115.27 $301 - $346
2.16K $223K
MSFT
Microsoft Corp

Technology
-7
- 0.48%
$406.35 - $454.46 $2.84K - $3.18K
1.45K $612K
VGSH
Vanguard

ETFs
-94
- 2.11%
$58.02 - $58.88 $5.45K - $5.53K
4.36K $253K
JPM
Jpmorgan Chase & CO

Financial Services
-217
- 13.04%
$205.18 - $250.29 $44.5K - $54.3K
1.45K $346K
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 3.67%
$873.59 - $994.69 $16.6K - $18.9K
499 $457K
CME
Cme Group Inc.

Financial Services
-8
- 0.91%
$221.17 - $246.02 $1.77K - $1.97K
869 $201K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-404
- 1.68%
$111.85 - $120.71 $45.2K - $48.8K
23.6K $2.72M
GILD
Gilead Sciences, Inc.

Healthcare
-90
- 3.76%
$83.95 - $97.9 $7.56K - $8.81K
2.3K $212K
HON
Honeywell International Inc

Industrials
-3
- 0.24%
$202.84 - $236.0 $609 - $708
1.26K $285K
COF
Capital One Financial Corp

Financial Services
-94
- 5.8%
$145.19 - $192.01 $13.6K - $18K
1.53K $272K
WMT
Walmart Inc.

Consumer Defensive
-18
- 0.51%
$79.1 - $95.7 $1.42K - $1.72K
3.51K $317K
AAPL
Apple Inc.

Technology
-6
- 0.21%
$221.69 - $259.02 $1.33K - $1.55K
2.88K $722K
GOOGL
Alphabet Inc.

Communication Services
-30
- 0.76%
$161.86 - $196.66 $4.86K - $5.9K
3.92K $741K
SPYG
Spdr Portfolio

ETFs
-152
- 0.28%
$81.74 - $91.38 $12.4K - $13.9K
54.2K $4.76M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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