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Dynamic Wealth Strategies, LLC → PACB
Dynamic Wealth Strategies, LLC PACB Position History
Pacific Biosciences of California, Inc.
Quarters held
5
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $3K |
| Q1 2026 | $2K |
| Q2 2026 | $3K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 1.7K | — | — |
| Q2 2026 | $3K | 1.7K | — | — |
| Q1 2026 | $2K | 1.7K | — | — |
| Q4 2025 | $3K | 1.7K | — | — |
| Q3 2025 | $2K | 1.7K | — | — |
Other funds holding PACB
Other Dynamic Wealth Strategies, LLC positions
VGES
$16.6MVANGUARD TOTAL BOND MARKET ETF
VGES
$16.6MVANGUARD TOTAL BOND MARKET ETF
VGES
$16.2MVANGUARD TOTAL BOND MARKET ETF
VGES
$15.5MVANGUARD TOTAL BOND MARKET ETF
VGES
$15MVANGUARD SHORT-TERM TREASURY ETF
VGES
$12.7MVANGUARD VALUE ETF
VGES
$12.5MVANGUARD MORNINGSTAR VALUE ETF
ETHA
$12.2MISHARES 0-3 MONTH TREASURY BOND ETF