Dynasty Wealth Management »

Visa shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 14k 262.48
2024-03-31 $3.4M 12k 279.07
2018-09-30 $469k 3.1k 150.08

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Dynasty Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Capital Research and Management Company - Division 3
Alliancebernstein
Goldman Sachs Group
Capital World Investors
Royal Bank of Canada
Wellington Management Company
Massachusetts Financial Services

View all funds holding Visa