Copperleaf Capital, LLC DYNF Holdings History
Copperleaf Capital, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Copperleaf Capital, LLC held 84,263.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $4.11 Mil. This investment constitutes 2.46% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.03% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Copperleaf Capital, LLC has made 4 purchases of DYNF, at an average price of $43.95, for a total of 85,514.00 shares. In addition, there have been 1 sales at an average price of $47.64 for 1,251.00 shares. Based on historical transaction data and DYNF's current price of $55.64, Copperleaf Capital, LLC's estimated gain on his DYNF holdings is $989,958.17, reflecting a 26.34% gain to date.
Copperleaf Capital, LLC DYNF ($55.64) Holding Chart
Copperleaf Capital, LLC DYNF ($55.64) 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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