Dynasty Wealth Management, LLC Ishares Tr Transaction History
Dynasty Wealth Management, LLC
- $3.14 Trillion
- Q1 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,710,087 shares of MBB stock, worth $156 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
1,710,087Holding current value
$156 Million% of portfolio
5.04%Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
898Shares Held
292MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.52 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.3 Billion0.21% of portfolio
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Envestnet Asset Management Inc22.2MShares$2.02 Billion0.78% of portfolio
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Lpl Financial LLC Fort Mill, SC16.9MShares$1.54 Billion0.86% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.24 Billion0.35% of portfolio