Dynasty Wealth Management, LLC Portfolio Holdings
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
Dynasty Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.31 Trillion distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $369B, Ishares Core U.S. Aggregate Bo with a value of $301B, Fidelity Covington Tr Value Fa with a value of $297B, Fcf Us Quality ETF with a value of $268B, and Ishares Tr with a value of $198B.
Examining the 13F form we can see an decrease of $82.3B in the current position value, from $3.39T to 3.31T.
Dynasty Wealth Management, LLC is based out at St. Petersburg, FL
Below you can find more details about Dynasty Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 224
- Current Value $3.31 Trillion
- Prior Value $3.39 Trillion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 31 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks