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Shell Adr Each Rep 2 Ord Wi shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 29k 71.53
2024-03-31 $640k 9.5k 67.04

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Morgan Stanley
BlackRock
Wellington Management Company
Franklin Resources
Hotchkis and Wiley Capital Management
D. E. Shaw & Co
Goldman Sachs Group
Citadel Advisors
Mawer Investment Management
40 North Industries
Wgi Dm

View all funds holding Shell Adr Each Rep 2 Ord Wi