Dynasty Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 118,422 shares of IWD stock, worth $22.8 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
118,422
Previous 8,870
1235.08%
Holding current value
$22.8 Million
Previous $2.45 Billion
793.04%
% of portfolio
0.38%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,871Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.4 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.39 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.94 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.78 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.74 Billion3.52% of portfolio