GRIES FINANCIAL LLC DYNF Holdings History
Number of Shares
458,437.00
Current Holdings Value*
$24.97 Mil
% of Portfolio
4.54%
Total Estimate Gain
$4.24 Mil
% of Total Estimate Gain
20.09%
GRIES FINANCIAL LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, GRIES FINANCIAL LLC held 458,437.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $24.97 Mil. This investment constitutes 4.54% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0.13% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q1. And since then GRIES FINANCIAL LLC has made 6 purchases of DYNF, at an average price of $45.99, for a total of 458,437.00 shares. Based on historical transaction data and DYNF's current price of $55.23, GRIES FINANCIAL LLC's estimated gain on his DYNF holdings is $4.24 Mil, reflecting a 20.09% gain to date.
GRIES FINANCIAL LLC DYNF ($55.23) Holding Chart
GRIES FINANCIAL LLC DYNF ($55.23) 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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