Number of Shares
648,713.00
Current Holdings Value*
$31.63 Mil
% of Portfolio
5.67%
Total Estimate Gain
$8.35 Mil
% of Total Estimate Gain
30.25%

Horst & Graben Wealth Management LLC's iShares U.S. Equity Factor Rotation Active ETF Holding Summary

As of 2025-03-31, Horst & Graben Wealth Management LLC held 648,713.00 shares of iShares U.S. Equity Factor Rotation Active ETF(DYNF), totaling $31.63 Mil. This investment constitutes 5.67% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.2% of the outstanding iShares U.S. Equity Factor Rotation Active ETF(DYNF) stock.

The initial trade took place in 2024Q1. And since then Horst & Graben Wealth Management LLC has made 4 purchases of DYNF, at an average price of $42.45, for a total of 649,935.00 shares. In addition, there have been 1 sales at an average price of $51.51 for 1,222.00 shares. Based on historical transaction data and DYNF's current price of $55.30, Horst & Graben Wealth Management LLC's estimated gain on his DYNF holdings is $8.35 Mil, reflecting a 30.25% gain to date.

Horst & Graben Wealth Management LLC DYNF ($55.30) Holding Chart

Horst & Graben Wealth Management 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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