Number of Shares
602,537.00
Current Holdings Value*
$29.48 Mil
% of Portfolio
2.33%
Total Estimate Gain
$6.88 Mil
% of Total Estimate Gain
25.71%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 602,537.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $29.48 Mil. This investment constitutes 2.33% of their stock portfolio, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors now holds 0.19% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has made 5 purchases of DYNF, at an average price of $44.40, for a total of 602,537.00 shares. Based on historical transaction data and DYNF's current price of $55.81, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's estimated gain on his DYNF holdings is $6.88 Mil, reflecting a 25.71% gain to date.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DYNF ($55.81) Holding Chart

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors DYNF ($55.81) 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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