Number of Shares
51,568.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
1%
Total Estimate Gain
$267,398.87
% of Total Estimate Gain
10.26%

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 $55.74, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his DYNF holdings is $267,398.87, reflecting a 10.26% gain to date.

BAKER TILLY WEALTH MANAGEMENT, LLC DYNF ($55.74) Holding Chart

BAKER TILLY WEALTH MANAGEMENT, LLC DYNF ($55.74) 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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