Envestnet Portfolio Solutions, Inc. DYNF Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 7.16 Mil shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $349.29 Mil. This investment constitutes 1.34% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 2.28% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then Envestnet Portfolio Solutions, Inc. has made 3 purchases of DYNF, at an average price of $42.43, for a total of 9.93 Mil shares. In addition, there have been 2 sales at an average price of $51.41 for 2.76 Mil shares. Based on historical transaction data and DYNF's current price of $54.60, Envestnet Portfolio Solutions, Inc.'s estimated gain on his DYNF holdings is $111.95 Mil, reflecting a 26.58% gain to date.
Envestnet Portfolio Solutions, Inc. DYNF ($54.60) Holding Chart
Envestnet Portfolio Solutions, Inc. DYNF ($54.60) 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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