Number of Shares
132,234.00
Current Holdings Value*
$7.20 Mil
% of Portfolio
4.64%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
25.70%

Certus Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-06-30, Certus Wealth Management, LLC held 132,234.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $7.20 Mil. This investment constitutes 4.64% 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. In addition, there have been 1 sales at an average price of $50.15 for 1,824.00 shares. Based on historical transaction data and DYNF's current price of $55.91, Certus Wealth Management, LLC's estimated gain on his DYNF holdings is $1.53 Mil, reflecting a 25.70% gain to date.

Certus Wealth Management, LLC DYNF ($55.91) Holding Chart

Certus Wealth Management, LLC DYNF ($55.91) 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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