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United Parcel Service shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 343 148.69

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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)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
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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 United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Geode Capital Management
Bank of America Corporation
FMR
Ameriprise Financial
Franklin Resources
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
Morgan Stanley

View all funds holding United Parcel Service