Number of Shares
343,161.00
Current Holdings Value*
$16.73 Mil
% of Portfolio
2.47%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
8.16%

B&D White Capital Company, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, B&D White Capital Company, LLC held 343,161.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $16.73 Mil. This investment constitutes 2.47% of their stock portfolio, and B&D White Capital Company, LLC now holds 0.11% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q3. And since then B&D White Capital Company, LLC has made 3 purchases of DYNF, at an average price of $50.48, for a total of 343,161.00 shares. Based on historical transaction data and DYNF's current price of $54.60, B&D White Capital Company, LLC's estimated gain on his DYNF holdings is $1.41 Mil, reflecting a 8.16% gain to date.

B&D White Capital Company, LLC DYNF ($54.60) Holding Chart

B&D White Capital Company, LLC DYNF ($54.60) 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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