Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$34,475.51
% of Total Estimate Gain
10.36%

Axim Planning & Wealth's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Axim Planning & Wealth held - shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Axim Planning & Wealth now holds 0% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q2. And since then Axim Planning & Wealth has made 3 purchases of DYNF, at an average price of $46.57, for a total of 7,142.00 shares. In addition, there have been 1 sales at an average price of $51.40 for 7,142.00 shares. Based on historical transaction data and DYNF's current price of $55.26, Axim Planning & Wealth's estimated gain on his DYNF holdings is $34,475.51, reflecting a 10.36% gain to date.

Axim Planning & Wealth DYNF ($55.26) Holding Chart

Axim Planning & Wealth DYNF ($55.26) 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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