Number of Shares
46,247.00
Current Holdings Value*
$2.25 Mil
% of Portfolio
0.97%
Total Estimate Gain
$188,853.83
% of Total Estimate Gain
8.05%

Etesian Wealth Advisors, Inc.'s iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Etesian Wealth Advisors, Inc. held 46,247.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $2.25 Mil. This investment constitutes 0.97% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q3. And since then Etesian Wealth Advisors, Inc. has made 3 purchases of DYNF, at an average price of $50.75, for a total of 46,247.00 shares. Based on historical transaction data and DYNF's current price of $54.83, Etesian Wealth Advisors, Inc.'s estimated gain on his DYNF holdings is $188,853.83, reflecting a 8.05% gain to date.

Etesian Wealth Advisors, Inc. DYNF ($54.83) Holding Chart

Etesian Wealth Advisors, Inc. DYNF ($54.83) 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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