Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LYB, VEA, VTI, and represent 100.00% of Dynasty Wealth Management's stock portfolio.
- Reduced shares in these 10 stocks: JNJ (-$7.0M), , IWB, , IWM, AMZN, AAPL, VEA, IJR, BRK.B.
- Sold out of its positions in AK Steel Holding Corporation, T, ABT, ABBV, Aceto Corporation, ADBE, GOOG, GOOGL, MO, AMZN.
- Dynasty Wealth Management was a net seller of stock by $-76M.
- Dynasty Wealth Management has $760k in assets under management (AUM), dropping by -99.02%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 3 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Industries N shs - a - (LYB) | 45.9 | $349k | -11% | 4.2k | 83.19 |
|
| Vanguard Europe Pacific ETF (VEA) | 27.5 | $209k | -90% | 5.6k | 37.05 |
|
| Vanguard Total Stock Market ETF (VTI) | 26.6 | $202k | -8% | 1.6k | 127.44 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2018 Q4 filed Feb. 12, 2019
- Dynasty Wealth Management 2018 Q3 filed Nov. 9, 2018
- Dynasty Wealth Management 2018 Q2 filed Aug. 16, 2018
- Dynasty Wealth Management 2018 Q1 filed April 20, 2018
- Dynasty Wealth Management 2017 Q4 filed Feb. 15, 2018