Dynasty Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 523,946 shares of QUAL stock, worth $95.7 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
523,946
Previous 225,544 132.3%
Holding current value
$95.7 Million
Previous $40.1 Billion 132.54%
% of portfolio
1.61%
Previous 1.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$176.42 - $186.91 $52.6 Million - $55.8 Million
298,402 Added 132.3%
523,946 $93.3 Billion
Q3 2024

Nov 12, 2024
SELL
$162.64 - $179.3 $37.2 Million - $41 Million
-228,849 Reduced 50.36%
225,544 $40.1 Billion
Q2 2024

Aug 12, 2024
BUY
$154.56 - $173.19 $34 Million - $38.1 Million
219,899 Added 93.78%
454,393 $51.2 Billion
Q1 2024

May 15, 2024
BUY
$144.62 - $165.44 $33.9 Million - $38.8 Million
234,494 New
234,494 $38.5 Billion

Others Institutions Holding QUAL

# of Institutions
1,566
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email