Capital Planning Advisors, LLC DYNF Holdings History
Capital Planning Advisors, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 418,343.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $20.40 Mil. This investment constitutes 3.15% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.13% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q3. And since then Capital Planning Advisors, LLC has made 2 purchases of DYNF, at an average price of $48.31, for a total of 420,185.00 shares. In addition, there have been 1 sales at an average price of $51.40 for 1,842.00 shares. Based on historical transaction data and DYNF's current price of $55.85, Capital Planning Advisors, LLC's estimated gain on his DYNF holdings is $3.16 Mil, reflecting a 15.57% gain to date.
Capital Planning Advisors, LLC DYNF ($55.85) Holding Chart
Capital Planning Advisors, LLC DYNF ($55.85) 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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