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SURIENCE PRIVATE WEALTH LLC → DLTR

SURIENCE PRIVATE WEALTH LLC DLTR Position History

Dollar Tree, Inc. • Consumer Defensive

Quarters held
1
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M23.4K——

Other funds holding DLTR

Other SURIENCE PRIVATE WEALTH LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$11.8M
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QQQ

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SPY

STATE STR SPDR S&P 500 ETF T

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SCHW-PJ

SCHWAB STRATEGIC TR

$10.2M
ETHA

ISHARES TR

$9.8M
QQQ

INVESCO QQQ TR

$9.5M