Austin Private Wealth, LLC DYNF Holdings History
Austin Private Wealth, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Austin Private Wealth, LLC held 1.06 Mil shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $51.48 Mil. This investment constitutes 4.6% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.33% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Austin Private Wealth, LLC has made 5 purchases of DYNF, at an average price of $43.56, for a total of 1.06 Mil shares. Based on historical transaction data and DYNF's current price of $55.30, Austin Private Wealth, LLC's estimated gain on his DYNF holdings is $12.40 Mil, reflecting a 26.96% gain to date.
Austin Private Wealth, LLC DYNF ($55.30) Holding Chart
Austin Private Wealth, LLC DYNF ($55.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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