Capital A Wealth Management, LLC DYNF Holdings History
Capital A Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 16,513.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $805,170.00. This investment constitutes 0.84% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.01% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $51.40 for 42,558.00 shares. Based on historical transaction data and DYNF's current price of $55.82, Capital A Wealth Management, LLC's estimated gain on his DYNF holdings is $66,489.65, reflecting a 2.19% gain to date.
Capital A Wealth Management, LLC DYNF ($55.82) Holding Chart
Capital A Wealth Management, LLC DYNF ($55.82) 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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