Dynasty Wealth Management, LLC Purchases in Q2 2024

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
136K
+ 26.06%
$497.53 - $549.64 $67.6M - $74.6M
657K $359B
IEMG
Ishares Inc

ETFs
990K
+ 102.46%
$50.02 - $54.95 $49.5M - $54.4M
1.96M $105B
XLE
Energy Sector Spdr

ETFs
581K
New
$88.04 - $98.08 $51.1M - $57M
581K $52.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.09M
New
$44.06 - $45.49 $48.2M - $49.8M
1.09M $49.2B
TIP
Ishares Tr Tips Bd ETF

ETFs
383K
New
$105.01 - $107.23 $40.3M - $41.1M
383K $40.9B
EFA
Ishares Tr Msci Eafe ETF

ETFs
459K
New
$76.09 - $82.16 $34.9M - $37.7M
459K $35.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
260K
+ 12.23%
$95.11 - $97.92 $24.8M - $25.5M
2.39M $232B
MBB
Ishares Tr

ETFs
230K
+ 13.45%
$89.41 - $92.64 $20.6M - $21.3M
1.94M $178B
Blackrock ETF Trust Ii
333K
+ 10.66%
N/A
3.46M $181B
IVW
Ishares S&P 500 Growth ETF

ETFs
157K
New
$79.31 - $93.31 $12.5M - $14.7M
157K $14.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
278K
New
$42.0 - $47.28 $11.7M - $13.1M
278K $13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
220K
+ 93.78%
$154.56 - $173.19 $34M - $38.1M
454K $51.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
263K
+ 171.77%
$44.3 - $45.58 $11.7M - $12M
417K $18.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
140K
+ 29.93%
$87.78 - $94.67 $12.3M - $13.3M
609K $55.9B
EFG
Msci Eafe Growth ETF

ETFs
83.2K
+ 197.59%
$97.17 - $106.25 $8.08M - $8.84M
125K $12.8B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
224K
+ 7.33%
$47.37 - $50.09 $10.6M - $11.2M
3.27M $160B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
148K
New
$35.75 - $42.83 $5.29M - $6.34M
148K $6.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.13K
+ 5.16%
$495.16 - $548.49 $3.03M - $3.36M
125K $68B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
43.7K
+ 411.5%
$98.66 - $105.11 $4.32M - $4.6M
54.4K $5.58B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
37.8K
+ 3.8%
$79.92 - $84.63 $3.02M - $3.2M
1.03M $86.6B
FVAL
Fidelity Covington Tr Value Fa

ETFs
50.3K
New
$54.5 - $57.58 $2.74M - $2.9M
50.3K $2.9B
TTAI
Fcf International Quality ETF
112K
+ 9.89%
N/A
1.25M $36.7B
VTI
Vanguard Total Stock Market Et

ETFs
6.43K
+ 6.02%
$245.23 - $269.4 $1.58M - $1.73M
113K $30.3B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
41.2K
+ 8.14%
$62.61 - $66.18 $2.58M - $2.72M
547K $35.5B
EFV
Msci Eafe Value ETF

ETFs
33.4K
+ 63.23%
$52.34 - $56.41 $1.75M - $1.89M
86.3K $4.58B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
36.8K
New
$43.4 - $44.71 $1.6M - $1.64M
36.8K $1.63B
AMZN
Amazon Com Inc

Consumer Cyclical
2.55K
+ 3.02%
$173.67 - $197.85 $444K - $505K
87K $16.8B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
31.3K
+ 496.73%
$49.57 - $49.94 $1.55M - $1.56M
37.6K $1.87B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
31.7K
+ 8.92%
$51.55 - $52.29 $1.63M - $1.66M
387K $20.1B
GOOG
Alphabet Inc.

Communication Services
3.08K
+ 10.41%
$151.94 - $186.86 $467K - $575K
32.6K $5.99B
SHOP
Shopify Inc.

Technology
22.1K
New
$56.97 - $78.19 $1.26M - $1.73M
22.1K $1.46B
IAU
Ishares Gold Trust

ETFs
7.75K
+ 1.35%
$42.46 - $45.89 $329K - $355K
580K $25.5B
MSCI
Msci Inc.

Financial Services
2.77K
New
$446.0 - $554.83 $1.23M - $1.53M
2.77K $1.33B
HON
Honeywell International Inc

Industrials
5.96K
New
$190.36 - $215.89 $1.13M - $1.29M
5.96K $1.27B
FIS
Fidelity National Information Services, Inc.

Technology
16.2K
+ 395.44%
$67.2 - $78.36 $1.09M - $1.27M
20.3K $1.53B
ABBV
Abb Vie Inc.

Healthcare
6.42K
New
$154.79 - $180.76 $993K - $1.16M
6.42K $1.1B
OEF
Ishares S&P 100 ETF

ETFs
3.55K
+ 39.26%
$234.68 - $265.99 $832K - $943K
12.6K $3.32B
MSFT
Microsoft Corp

Technology
912
+ 3.64%
$389.33 - $452.85 $355K - $413K
26K $11.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.9K
+ 5.6%
$102.13 - $110.88 $2.74M - $2.98M
506K $54B
LEN
Lennar Corp

Consumer Cyclical
6.64K
New
$148.72 - $170.85 $988K - $1.13M
6.64K $996M
ORCL
Oracle Corp

Technology
3.9K
+ 26.6%
$113.75 - $144.64 $443K - $564K
18.5K $2.62B
EMB
Ishares Tr

ETFs
8.42K
+ 119.78%
$86.66 - $89.88 $730K - $757K
15.4K $1.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.87K
+ 3.28%
$40.83 - $44.89 $280K - $308K
216K $9.47B
EXR
Extra Space Storage Inc.

Real Estate
4.57K
New
$132.46 - $159.33 $605K - $728K
4.57K $710M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.1K
+ 16.67%
$49.55 - $50.44 $697K - $710K
98.5K $4.93B
EMGF
Ishares Msci Emerging Markets

ETFs
14.2K
New
$43.45 - $47.74 $616K - $676K
14.2K $661M
FLEX
Flex Ltd.

Technology
22K
+ 187.72%
$26.34 - $33.78 $578K - $742K
33.6K $992M
FANG
Diamondback Energy, Inc.

Energy
3.17K
+ 72.76%
$185.97 - $208.26 $589K - $659K
7.52K $1.5B
SHW
Sherwin Williams CO

Basic Materials
2.06K
New
$291.95 - $338.16 $600K - $695K
2.06K $613M
Activity Summary
Buys All Purchases 187 New Holdings 28 Increased Positions 159 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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