Concorde Asset Management, LLC DYNF Holdings History
Concorde Asset Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 58,419.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $2.77 Mil. This investment constitutes 1.49% of their stock portfolio, and Concorde Asset Management, LLC now holds 0.02% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Concorde Asset Management, LLC has made 3 purchases of DYNF, at an average price of $42.84, for a total of 60,060.00 shares. In addition, there have been 2 sales at an average price of $51.50 for 1,641.00 shares. Based on historical transaction data and DYNF's current price of $55.39, Concorde Asset Management, LLC's estimated gain on his DYNF holdings is $747,072.56, reflecting a 29.03% gain to date.
Concorde Asset Management, LLC DYNF ($55.39) Holding Chart
Concorde Asset Management, 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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