Dynamic Wealth Strategies, LLC JACOBS SOLUTIONS INC Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025
Number of Shares
1,155
Previous 1,219 5.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-64 Reduced 5.25%
1,155 $0
Q1 2025

May 12, 2025
BUY
N/A
1,219 New
1,219 $0
Q3 2024

Nov 13, 2024
BUY
N/A
13 Added 1.11%
1,183 $155,000
Q2 2024

Aug 15, 2024
BUY
N/A
96 Added 8.94%
1,170 $163,000
Q1 2024

May 15, 2024
BUY
N/A
112 Added 11.64%
1,074 $165,000
Q4 2023

Feb 13, 2024
BUY
N/A
962 New
962 $125 Million
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