GRIES FINANCIAL LLC DYNF Holdings History
Number of Shares
446,232.00
Current Holdings Value*
$21.76 Mil
% of Portfolio
4.22%
Total Estimate Gain
$4.10 Mil
% of Total Estimate Gain
20.01%
GRIES FINANCIAL LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-03-31, GRIES FINANCIAL LLC held 446,232.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $21.76 Mil. This investment constitutes 4.22% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0.14% 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 5 purchases of DYNF, at an average price of $45.88, for a total of 446,232.00 shares. Based on historical transaction data and DYNF's current price of $55.06, GRIES FINANCIAL LLC's estimated gain on his DYNF holdings is $4.10 Mil, reflecting a 20.01% gain to date.
GRIES FINANCIAL LLC DYNF ($55.06) Holding Chart
GRIES FINANCIAL LLC DYNF ($55.06) 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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