Number of Shares
149,631.00
Current Holdings Value*
$8.15 Mil
% of Portfolio
6%
Total Estimate Gain
$770,599.65
% of Total Estimate Gain
10.27%

BOYUM WEALTH ARCHITECTS LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-06-30, BOYUM WEALTH ARCHITECTS LLC held 149,631.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $8.15 Mil. This investment constitutes 6% of their stock portfolio, and BOYUM WEALTH ARCHITECTS LLC now holds 0.04% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2025Q2. And since then BOYUM WEALTH ARCHITECTS LLC has made 1 purchases of DYNF, at an average price of $50.15, for a total of 149,631.00 shares. Based on historical transaction data and DYNF's current price of $55.30, BOYUM WEALTH ARCHITECTS LLC's estimated gain on his DYNF holdings is $770,599.65, reflecting a 10.27% gain to date.

BOYUM WEALTH ARCHITECTS LLC DYNF ($55.30) Holding Chart

BOYUM WEALTH ARCHITECTS LLC DYNF ($55.30) 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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