Dynasty Wealth Management, LLC PIMCO ETF TR Transaction History

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025
Number of Shares
11,527
Previous 922,589 98.75%
Holding current value
$304 Million
Previous $23.9 Billion 98.73%
% of portfolio
0.01%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-911,062 Reduced 98.75%
11,527 $304 Million
Q4 2024

Feb 05, 2025
BUY
N/A
922,589 New
922,589 $23.9 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
13,605 Added 7.83%
187,372 $4.8 Billion
Q1 2024

May 15, 2024
BUY
N/A
173,767 New
173,767 $4.48 Billion
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