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Dynamic Wealth Strategies, LLC

Position in MRNA — Moderna, Inc.

CIK 1812853 GRANITE BAY, CA

Position in MRNA

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$2,801
+$769 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 758 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MRNA Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Dynamic Wealth Strategies, LLC holds $44,379 across 10 Biotechnology names. MRNA ranks #7 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 MRNA
Moderna, Inc.
This page
40 $2,801

All Filings in MRNA

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,801 40
2026-03-31 $2,032 40
2025-12-31 $1,179 40
2025-09-30 $1,033 40
2025-06-30 $1,103 40
2025-03-31 $1,134 40
2024-09-30 $3 40
2024-06-30 $4,750 40
2024-03-31 $4,262 40
2023-12-31 $3,978 40