Dynasty Wealth Management, LLC Purchases in Q4 2024

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
6.36M
New
N/A
6.36M $331B
SPYG
Spdr Portfolio

ETFs
3.54M
New
$81.74 - $91.38 $290M - $324M
3.54M $311B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.58M
New
$42.05 - $48.31 $235M - $270M
5.58M $258B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.78M
New
$49.03 - $53.35 $234M - $255M
4.78M $245B
TTAC
Fcf Us Quality ETF

ETFs
2.93M
+ 71.22%
$64.72 - $70.85 $189M - $207M
7.04M $468B
HEFA
Ishares Currency Hedged Msci E

ETFs
4.46M
New
$34.42 - $35.88 $154M - $160M
4.46M $155B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.93M
+ 264.49%
$72.28 - $78.42 $140M - $152M
2.66M $193B
IEMG
Ishares Inc

ETFs
2.5M
+ 2630.04%
N/A
2.6M $136B
IVV
Ishares Core S&P 500 ETF

ETFs
186K
+ 29.06%
$570.51 - $610.59 $106M - $114M
826K $486B
IYW
Ishares Dj Us Tech ETF

ETFs
497K
+ 54.8%
$148.14 - $166.23 $73.6M - $82.6M
1.4M $224B
EFG
Msci Eafe Growth ETF

ETFs
805K
New
$96.83 - $106.88 $78M - $86.1M
805K $78B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.73M
+ 142.11%
$44.87 - $46.86 $77.4M - $80.9M
2.94M $132B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.44M
New
$51.54 - $52.55 $74.3M - $75.8M
1.44M $74.6B
EFV
Msci Eafe Value ETF

ETFs
1.31M
New
$51.78 - $57.15 $68M - $75M
1.31M $68.9B
J P Morgan Exchange Traded F
1.03M
New
N/A
1.03M $63.6B
XLE
Energy Sector Spdr

ETFs
667K
New
$83.32 - $97.27 $55.6M - $64.9M
667K $57.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
298K
+ 132.3%
$176.42 - $186.91 $52.6M - $55.8M
524K $93.3B
TTAI
Fcf International Quality ETF
1.94M
+ 157.01%
N/A
3.17M $90.9B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
440K
New
$100.24 - $101.35 $44.1M - $44.6M
440K $44.2B
TIP
Ishares Tr Tips Bd ETF

ETFs
399K
New
$106.33 - $110.69 $42.4M - $44.1M
399K $42.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
137K
+ 143.68%
$201.32 - $217.44 $27.6M - $29.8M
232K $48B
IXC
Ishares Tr Global Energy ETF

ETFs
942K
New
$36.95 - $43.06 $34.8M - $40.6M
942K $36B
MUB
Ishares National Muni Bond ETF

ETFs
312K
New
$105.78 - $108.7 $33M - $33.9M
312K $33.2B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
788K
+ 370.98%
$51.58 - $52.91 $40.6M - $41.7M
1M $51.7B
Pimco ETF Tr
923K
New
N/A
923K $23.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
304K
+ 50.67%
$87.1 - $98.49 $26.5M - $30M
905K $79.1B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
171K
+ 171.13%
$99.04 - $109.59 $16.9M - $18.7M
271K $26.9B
IWD
Ishares Russell 1000 Val ETF

ETFs
110K
+ 1235.08%
$183.23 - $199.79 $20.1M - $21.9M
118K $21.9B
EMGF
Ishares Msci Emerging Markets

ETFs
427K
New
$45.23 - $51.49 $19.3M - $22M
427K $19.3B
EMB
Ishares Tr

ETFs
148K
New
$88.94 - $93.46 $13.2M - $13.8M
148K $13.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
110K
+ 167.66%
$94.43 - $105.47 $10.4M - $11.6M
175K $17.8B
IAU
Ishares Gold Trust

ETFs
169K
+ 29.02%
$48.37 - $52.65 $8.2M - $8.92M
754K $37.3B
MEAR
Blackrock Short Maturity Munic

ETFs
144K
New
$49.94 - $50.28 $7.17M - $7.22M
144K $7.17B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
125K
New
$49.74 - $50.43 $6.22M - $6.31M
125K $6.24B
JNK
Spdr Bloomberg High Yield Bond

ETFs
64.2K
New
$94.77 - $97.36 $6.08M - $6.25M
64.2K $6.13B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
93.5K
+ 8.42%
$88.59 - $94.57 $8.29M - $8.85M
1.2M $107B
SUB
Ishares Short Term National Mu

ETFs
43.7K
New
$104.94 - $106.2 $4.59M - $4.64M
43.7K $4.61B
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.1K
New
$370.24 - $418.94 $4.12M - $4.66M
11.1K $4.47B
OEF
Ishares S&P 100 ETF

ETFs
13.8K
New
N/A
13.8K $3.98B
HYDB
Ishares Tr Edge High Yield Def

ETFs
57.5K
New
$46.68 - $47.95 $2.69M - $2.76M
57.5K $2.7B
IYE
Ishares Tr

ETFs
54.5K
New
$43.93 - $51.37 $2.39M - $2.8M
54.5K $2.48B
INTF
Ishares Tr

ETFs
68K
New
$28.54 - $31.26 $1.94M - $2.13M
68K $1.95B
IWR
Ishares Russell Mid Cap ETF

ETFs
21.2K
New
$87.25 - $95.52 $1.85M - $2.02M
21.2K $1.87B
ABC
Amerisourcebergen Corp

Healthcare
8.33K
New
N/A
8.33K $1.87B
ICVT
Ishares Tr Convertible Bond Et

ETFs
16.5K
New
$83.09 - $89.28 $1.37M - $1.47M
16.5K $1.4B
PPL
Ppl Corp

Utilities
39.3K
+ 374.04%
$31.47 - $35.0 $1.24M - $1.38M
49.8K $1.62B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.56K
+ 35.7%
$311.11 - $335.64 $1.11M - $1.19M
13.5K $4.36B
LLY
Eli Lilly & CO

Healthcare
1.69K
+ 185.27%
$727.2 - $932.06 $1.23M - $1.57M
2.6K $2B
SYY
Sysco Corp

Consumer Defensive
15.7K
+ 142.67%
$73.63 - $81.77 $1.15M - $1.28M
26.6K $2.04B
Activity Summary
Buys All Purchases 170 New Holdings 52 Increased Positions 118 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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