Barnes Wealth Management Group, Inc DYNF Holdings History
Barnes Wealth Management Group, Inc's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 87,905.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $4.29 Mil. This investment constitutes 2.75% of their stock portfolio, and Barnes Wealth Management Group, Inc 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 Barnes Wealth Management Group, Inc has made 1 purchases of DYNF, at an average price of $51.51, for a total of 87,905.00 shares. Based on historical transaction data and DYNF's current price of $54.79, Barnes Wealth Management Group, Inc's estimated gain on his DYNF holdings is $288,686.89, reflecting a 6.38% gain to date.
Barnes Wealth Management Group, Inc DYNF ($54.79) Holding Chart
Barnes Wealth Management Group, Inc DYNF ($54.79) 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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