Number of Shares
124,981.00
Current Holdings Value*
$6.81 Mil
% of Portfolio
4.65%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
27.82%

Braun-Bostich & Associates Inc.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-06-30, Braun-Bostich & Associates Inc. held 124,981.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $6.81 Mil. This investment constitutes 4.65% of their stock portfolio, and Braun-Bostich & Associates Inc. now holds 0.04% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Braun-Bostich & Associates Inc. has made 3 purchases of DYNF, at an average price of $43.45, for a total of 129,887.00 shares. In addition, there have been 3 sales at an average price of $51.45 for 4,906.00 shares. Based on historical transaction data and DYNF's current price of $55.71, Braun-Bostich & Associates Inc.'s estimated gain on his DYNF holdings is $1.57 Mil, reflecting a 27.82% gain to date.

Braun-Bostich & Associates Inc. DYNF ($55.71) Holding Chart

Braun-Bostich & Associates Inc. DYNF ($55.71) 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 %

Top Ranked Articles

  • 1