EHRLICH FINANCIAL GROUP DYNF Holdings History
EHRLICH FINANCIAL GROUP's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, EHRLICH FINANCIAL GROUP held 141,702.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $6.91 Mil. This investment constitutes 5.04% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.05% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then EHRLICH FINANCIAL GROUP has made 4 purchases of DYNF, at an average price of $43.25, for a total of 143,508.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 1,806.00 shares. Based on historical transaction data and DYNF's current price of $55.06, EHRLICH FINANCIAL GROUP's estimated gain on his DYNF holdings is $1.69 Mil, reflecting a 27.21% gain to date.
EHRLICH FINANCIAL GROUP DYNF ($55.06) Holding Chart
EHRLICH FINANCIAL GROUP DYNF ($55.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
