EHRLICH FINANCIAL GROUP DYNF Holdings History
EHRLICH FINANCIAL GROUP's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 146,627.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $7.99 Mil. This investment constitutes 5.17% of their stock portfolio, and EHRLICH FINANCIAL GROUP 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 EHRLICH FINANCIAL GROUP has made 5 purchases of DYNF, at an average price of $43.48, for a total of 148,433.00 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 $54.80, EHRLICH FINANCIAL GROUP's estimated gain on his DYNF holdings is $1.67 Mil, reflecting a 25.95% gain to date.
EHRLICH FINANCIAL GROUP DYNF ($54.80) Holding Chart
EHRLICH FINANCIAL GROUP DYNF ($54.80) 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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