BAKER TILLY WEALTH MANAGEMENT, LLC DYNF Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 51,568.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $2.81 Mil. This investment constitutes 1% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2025Q1. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 2 purchases of DYNF, at an average price of $50.55, for a total of 51,568.00 shares. Based on historical transaction data and DYNF's current price of $55.91, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his DYNF holdings is $276,165.43, reflecting a 10.59% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC DYNF ($55.91) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC DYNF ($55.91) 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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