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Ruth Thortvedt

@Dynamic Wealth Strategies, Llc

Latest period2024 - Q3ReportedManaged Assets$122.615MTotal holdings234
Assets growth rate5.38%Assets growth rate (2-Q avg)2.41%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Wealth Strategies, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Dynamic Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 122.615M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IRTIndependence Rlty Tr Inc
Recent Activity
New Position
0.05%
$55,000
2,685 shares@ $20.49 avg price
SUISun Cmntys Inc
Recent Activity
New Position
0.03%
$32,000
236 shares@ $135.6 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.03%
$32,000
993 shares@ $32.23 avg price
AIVApartment Invt & Mgmt Co
Recent Activity
New Position
0%
$0
0 shares@ $0.0 avg price