Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 434,249 shares of EFG (ISHARES TR), worth $49.5M as of 2025-Q4. The position was decreased (-23.9% shares). EFG represents 0.5% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$49.5M
Current Shares
434,249
Total Value Change
+$36.7M
Total Shares Change
+309,006
Other major holders of EFG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 434,249 |
-23.9% |
| $49.5M |
| 0.5% |
| $114.45 |
0 |
| 2025-Q3 | Increased | 570,629 | +24.6% | $65M | 0.9% | $111.53 | 51 |
| 2025-Q2 | Decreased | 458,110 | -11.1% | $51.3M | 0.9% | $109.97 | 0 |
| 2025-Q1 | Decreased | 515,170 | -36.0% | $51.5M | 0.9% | $98.29 | 0 |
| 2024-Q4 | New | 805,360 | - | $78M | 1.3% | $94.57 | 68 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $104.45 | 0 |
| 2024-Q2 | Increased | 125,243 | +197.6% | $12.8M | 0.4% | $99.03 | 54 |