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Essex Property Trust shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Essex Property Trust held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 56 250.00

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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Essex Property Trust

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Principal Financial Group
T. Rowe Price Associates
Geode Capital Management
FMR
Massachusetts Financial Services
Legal & General Group
Daiwa Securities Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Deutsche Bank Aktiengesellschaft
Ameriprise Financial

View all funds holding Essex Property Trust