Dynasty Wealth Management, LLC Ishares Tr Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 68,046 shares of INTF stock, worth $2.14 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
68,046Holding current value
$2.14 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding INTF
# of Institutions
161Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$268 Million14.65% of portfolio
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Halbert Hargrove Global Advisors, LLC3.14MShares$99 Million5.03% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$79.5 Million14.86% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$76.8 Million3.22% of portfolio
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Clearwater Capital Advisors, LLC1.83MShares$57.7 Million5.43% of portfolio