Certus Wealth Management, LLC DYNF Holdings History
Certus Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 134,058.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $6.87 Mil. This investment constitutes 4.66% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.04% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Certus Wealth Management, LLC has made 5 purchases of DYNF, at an average price of $44.41, for a total of 134,058.00 shares. Based on historical transaction data and DYNF's current price of $55.85, Certus Wealth Management, LLC's estimated gain on his DYNF holdings is $1.53 Mil, reflecting a 25.75% gain to date.
Certus Wealth Management, LLC DYNF ($55.85) Holding Chart
Certus Wealth Management, 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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