Number of Shares
188,010.00
Current Holdings Value*
$9.17 Mil
% of Portfolio
2.82%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
28.63%

BCGM Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, BCGM Wealth Management, LLC held 188,010.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $9.17 Mil. This investment constitutes 2.82% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.06% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then BCGM Wealth Management, LLC has made 5 purchases of DYNF, at an average price of $43.11, for a total of 188,010.00 shares. Based on historical transaction data and DYNF's current price of $55.45, BCGM Wealth Management, LLC's estimated gain on his DYNF holdings is $2.32 Mil, reflecting a 28.63% gain to date.

BCGM Wealth Management, LLC DYNF ($55.45) Holding Chart

BCGM Wealth Management, LLC DYNF ($55.45) 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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