Number of Shares
93,599.00
Current Holdings Value*
$5.10 Mil
% of Portfolio
2.48%
Total Estimate Gain
$417,026.10
% of Total Estimate Gain
8.67%

BELLEVUE ASSET MANAGEMENT, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-06-30, BELLEVUE ASSET MANAGEMENT, LLC held 93,599.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $5.10 Mil. This investment constitutes 2.48% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0.03% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 3 purchases of DYNF, at an average price of $51.39, for a total of 93,599.00 shares. Based on historical transaction data and DYNF's current price of $55.85, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his DYNF holdings is $417,026.10, reflecting a 8.67% gain to date.

BELLEVUE ASSET MANAGEMENT, LLC DYNF ($55.85) Holding Chart

BELLEVUE ASSET MANAGEMENT, LLC DYNF ($55.85) 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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