Dynasty Wealth Management, LLC Sells in Q3 2024

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
-19
- 0.43%
$56.52 - $68.38 $1.07K - $1.3K
4.36K $297M
AZPN
Aspen Technology, Inc.

Technology
-35
- 2.27%
$172.9 - $239.26 $6.05K - $8.37K
1.51K $360M
HLI
Houlihan Lokey, Inc.

Financial Services
-199
- 5.17%
$134.11 - $161.99 $26.7K - $32.2K
3.65K $577M
JNJ
Johnson & Johnson

Healthcare
-346
- 4.79%
$145.48 - $167.38 $50.3K - $57.9K
6.88K $1.12B
BALL
Ball Corp

Consumer Cyclical
-316
- 3.04%
$58.86 - $67.91 $18.6K - $21.5K
10.1K $684M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-285
- 4.85%
$98.71 - $117.61 $28.1K - $33.5K
5.6K $658M
ARGX
Argenx Se

Healthcare
-8
- 1.21%
$434.22 - $551.9 $3.47K - $4.42K
655 $355M
ICE
Intercontinental Exchange, Inc.

Financial Services
-228
- 4.35%
$136.93 - $162.81 $31.2K - $37.1K
5.01K $805M
MS
Morgan Stanley

Financial Services
-620
- 2.84%
$92.07 - $106.96 $57.1K - $66.3K
21.2K $2.21B
RRX
Regal Rexnord Corp

Industrials
-243
- 5.6%
$132.18 - $174.25 $32.1K - $42.3K
4.1K $679M
PFGC
Performance Food Group CO

Consumer Defensive
-471
- 4.31%
$61.6 - $78.75 $29K - $37.1K
10.5K $820M
IT
Gartner Inc

Technology
-177
- 5.43%
$441.32 - $516.47 $78.1K - $91.4K
3.08K $1.56B
AVTR
Avantor, Inc.

Basic Materials
-7.49K
- 11.94%
$20.58 - $27.7 $154K - $208K
55.3K $1.43B
BR
Broadridge Financial Solutions, Inc.

Technology
-66
- 1.03%
$196.56 - $218.55 $13K - $14.4K
6.32K $1.36B
ALLE
Allegion PLC

Industrials
-18
- 0.45%
$114.67 - $145.7 $2.06K - $2.62K
3.98K $580M
CB
Chubb LTD

Financial Services
-19
- 0.49%
$252.51 - $292.2 $4.8K - $5.55K
3.84K $1.11B
NSC
Norfolk Southern Corp

Industrials
-151
- 2.9%
$213.75 - $259.69 $32.3K - $39.2K
5.05K $1.25B
TMUS
T Mobile Us, Inc.

Communication Services
-237
- 3.7%
$175.14 - $206.36 $41.5K - $48.9K
6.17K $1.27B
Kenvue Inc
-2.03K
- 4.62%
N/A
41.8K $968M
SBUX
Starbucks Corp

Consumer Cyclical
-1.71K
- 9.34%
$72.51 - $98.6 $124K - $169K
16.6K $1.62B
ADP
Automatic Data Processing Inc

Industrials
-92
- 1.29%
$233.44 - $279.45 $21.5K - $25.7K
7.02K $1.94B
ZTS
Zoetis Inc.

Healthcare
-310
- 1.59%
$172.58 - $196.48 $53.5K - $60.9K
19.2K $3.75B
UNH
Unitedhealth Group Inc

Healthcare
-789
- 6.78%
$488.01 - $604.18 $385K - $477K
10.9K $6.35B
ACN
Accenture PLC

Technology
-948
- 5.78%
$295.44 - $355.81 $280K - $337K
15.5K $5.46B
TSLA
Tesla, Inc.

Consumer Cyclical
-532
- 4.06%
$191.76 - $263.26 $102K - $140K
12.6K $3.29B
HYMU
Blackrock ETF Tr Ii High Yield
-102K
- 43.19%
$22.51 - $23.25 $2.3M - $2.37M
134K $7.24B
TTAI
Fcf International Quality ETF
-11.7K
- 0.94%
N/A
1.23M $38.6B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-27.2K
- 3.59%
$64.24 - $74.15 $1.75M - $2.02M
731K $54B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-174K
- 45.08%
$51.78 - $52.98 $9.03M - $9.24M
212K $23.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.13K
- 1.33%
$89.91 - $101.33 $731K - $823K
601K $58.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-17K
- 2.59%
$520.18 - $576.82 $8.87M - $9.83M
640K $369B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.35M
- 41.09%
$48.51 - $52.86 $65.3M - $71.1M
1.93M $185B
Activity Summary
Buys All Purchases 141 New Holdings 31 Increased Positions 110 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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