BEACON FINANCIAL PLANNING, INC DYNF Holdings History
BEACON FINANCIAL PLANNING, INC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 38,307.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $1.87 Mil. This investment constitutes 1.07% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.01% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. And since then BEACON FINANCIAL PLANNING, INC has made 2 purchases of DYNF, at an average price of $51.45, for a total of 38,307.00 shares. Based on historical transaction data and DYNF's current price of $54.46, BEACON FINANCIAL PLANNING, INC's estimated gain on his DYNF holdings is $115,154.39, reflecting a 5.84% gain to date.
BEACON FINANCIAL PLANNING, INC DYNF ($54.46) Holding Chart
BEACON FINANCIAL PLANNING, INC DYNF ($54.46) 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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