CFS Investment Advisory Services, LLC DYNF Holdings History
CFS Investment Advisory Services, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 591,439.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $28.84 Mil. This investment constitutes 2.57% of their stock portfolio, and CFS Investment Advisory Services, LLC 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 CFS Investment Advisory Services, LLC has made 4 purchases of DYNF, at an average price of $42.54, for a total of 618,464.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 27,025.00 shares. Based on historical transaction data and DYNF's current price of $54.80, CFS Investment Advisory Services, LLC's estimated gain on his DYNF holdings is $7.50 Mil, reflecting a 28.50% gain to date.
CFS Investment Advisory Services, LLC DYNF ($54.80) Holding Chart
CFS Investment Advisory Services, LLC DYNF ($54.80) 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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