Dynamic Wealth Strategies, LLC Ishares Tr Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 23,863 shares of EMB stock, worth $2.17 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
23,863
Previous 23,778
0.36%
Holding current value
$2.17 Million
Previous $2.1 Million
6.13%
% of portfolio
1.82%
Previous 1.81%
Shares
4 transactions
Others Institutions Holding EMB
# of Institutions
942Shares Held
144MCall Options Held
4.01MPut Options Held
10.6M-
Wells Fargo & Company San Francisco, CA17.8MShares$1.62 Billion0.38% of portfolio
-
Betterment LLC New York, NY8.72MShares$792 Million1.96% of portfolio
-
Jones Financial Companies Lllp7.78MShares$707 Million0.66% of portfolio
-
Wealthfront Advisers LLC5.82MShares$529 Million1.69% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL5.5MShares$499 Million15.69% of portfolio