Genesis Wealth Advisors, LLC DYNF Holdings History
Genesis Wealth Advisors, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary
As of 2025-06-30, Genesis Wealth Advisors, LLC held 137,819.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $7.51 Mil. This investment constitutes 5.63% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.04% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.
The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 3 purchases of DYNF, at an average price of $51.40, for a total of 137,819.00 shares. Based on historical transaction data and DYNF's current price of $55.30, Genesis Wealth Advisors, LLC's estimated gain on his DYNF holdings is $537,981.44, reflecting a 7.59% gain to date.
Genesis Wealth Advisors, LLC DYNF ($55.30) Holding Chart
Genesis Wealth Advisors, LLC DYNF ($55.30) 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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