FORM Wealth Advisors, LLC DYNF Holdings History
Number of Shares
1.55 Mil
Current Holdings Value*
$75.68 Mil
% of Portfolio
10.28%
Total Estimate Gain
$5.32 Mil
% of Total Estimate Gain
6.67%
FORM Wealth Advisors, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 1.55 Mil shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $75.68 Mil. This investment constitutes 10.28% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.49% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DYNF's current price of $54.83, FORM Wealth Advisors, LLC's estimated gain on his DYNF holdings is $5.32 Mil, reflecting a 6.67% gain to date.
FORM Wealth Advisors, LLC DYNF ($54.83) Holding Chart
FORM Wealth Advisors, LLC 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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