CWM, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, CWM, LLC held 8.02 Mil shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $391.20 Mil. This investment constitutes 1.56% of their stock portfolio, and CWM, LLC now holds 2.47% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then CWM, LLC has made 2 purchases of DYNF, at an average price of $42.39, for a total of 8.88 Mil shares. In addition, there have been 3 sales at an average price of $51.29 for 861,275.00 shares. Based on historical transaction data and DYNF's current price of $55.39, CWM, LLC's estimated gain on his DYNF holdings is $111.97 Mil, reflecting a 29.73% gain to date.
CWM, LLC DYNF ($55.39) Holding Chart
CWM, LLC DYNF ($55.39) 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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