Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.2M shares of TLH (ISHARES TR), worth $124.9M as of 2025-Q4. The position was increased (++159.5% shares). TLH represents 1.2% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$124.9M
Current Shares
1.2M
Total Value Change
+$119.3M
Total Shares Change
+1.2M
Other major holders of TLH: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 1.2M |
+159.5% |
| $124.9M |
| 1.2% |
| $101.83 |
77 |
| 2025-Q3 | Increased | 473,409 | +75.1% | $48.8M | 0.7% | $101.29 | 62 |
| 2025-Q2 | Increased | 270,388 | +0.6% | $27.5M | 0.5% | $97.94 | 34 |
| 2025-Q1 | Decreased | 268,736 | -0.7% | $27.9M | 0.5% | $99.15 | 0 |
| 2024-Q4 | Increased | 270,722 | +171.1% | $26.9M | 0.5% | $95.43 | 55 |
| 2024-Q3 | Increased | 99,848 | +83.6% | $7.4M | 0.2% | $103.45 | 51 |
| 2024-Q2 | Increased | 54,378 | +411.5% | $5.6M | 0.2% | $95.83 | 52 |