Horizon Wealth Management, LLC DYNF Holdings History
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 $55.91, Horizon Wealth Management, LLC's estimated gain on his DYNF holdings is $7.66 Mil, reflecting a 17.91% gain to date.
Horizon Wealth Management, LLC DYNF ($55.91) Holding Chart
Horizon Wealth Management, LLC DYNF ($55.91) 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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