Number of Shares
610,051.00
Current Holdings Value*
$29.75 Mil
% of Portfolio
5.01%
Total Estimate Gain
$7.59 Mil
% of Total Estimate Gain
17.74%

Horizon Wealth Management, LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Horizon Wealth Management, LLC held 610,051.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $29.75 Mil. This investment constitutes 5.01% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0.19% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Horizon Wealth Management, LLC has made 4 purchases of DYNF, at an average price of $46.11, for a total of 928,168.00 shares. In addition, there have been 1 sales at an average price of $51.40 for 318,117.00 shares. Based on historical transaction data and DYNF's current price of $55.79, Horizon Wealth Management, LLC's estimated gain on his DYNF holdings is $7.59 Mil, reflecting a 17.74% gain to date.

Horizon Wealth Management, LLC DYNF ($55.79) Holding Chart

Horizon Wealth Management, LLC DYNF ($55.79) 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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