Dynamic Wealth Strategies’s American Tower AMT Stock Holding History

Dynamic Wealth Strategies’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$97.5K	Buy	565 +99	+21%	+$17.8K	0.06%	121
2025 Q4	$81.8K	Buy	466 +99	+27%	+$18K	0.05%	123
2025 Q3	$70.6K	Buy	367 +61	+20%	+$12.7K	0.05%	120
2025 Q2	$67.6K	Sell	306 -110	-26%	-$23.7K	0.05%	114
2025 Q1	$90.5K	Buy	+416	New	+$81.6K	0.08%	106
2024 Q4	–	Sell	-162	Closed	-$38K	–	75
2024 Q3	$38K	Buy	162 +85	+110%	+$18.8K	0.03%	143
2024 Q2	$15K	Hold	77	–	–	0.01%	172
2024 Q1	$15K	Sell	77 -22	-22%	-$4.38K	0.01%	177
2023 Q4	$21.4K	Buy	+99	New	+$18.7K	0.02%	160

Other funds holding AMT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return